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Participant 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 | $269,577 | $391,394-31.1% | $342,983-21.4% | $461,066-41.5% |
| Participation rate | 100.0% | 89.0%+11.0pp | 88.2%+11.8pp | 87.7%+12.3pp |
| Annual return | 13.64% | -3.77%+17.4pp | -2.60%+16.2pp | 484.84%-471.2pp |
| Employer contribution / active EE | $30,107 | $8,803+242.0% | $7,825+284.8% | $9,163+228.6% |
| Participant deferral / active EE | $3,600 | $6,244-42.3% | $6,109-41.1% | $6,032-40.3% |
| Admin fee / account holder | $1,870 | $23,519-92.0% | $22,391-91.6% | $28,147-93.4% |