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Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $275,060 | $355,607-22.7% | $323,456-15.0% | $554,306-50.4% |
| Participation rate | 100.0% | 85.8%+14.2pp | 77.8%+22.2pp | 84.6%+15.4pp |
| Annual return | 6.20% | 14.31%-8.1pp | 13.47%-7.3pp | 10.47%-4.3pp |
| Employer contribution / active EE | $3,645 | $30,129-87.9% | $29,776-87.8% | $25,289-85.6% |
| Participant deferral / active EE | $25,611 | $8,255+210.3% | $7,386+246.8% | $3,690+594.1% |
| Admin fee / account holder | $17,367 | $8,428+106.1% | $10,251+69.4% | $49,540-64.9% |