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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 | $331,669 | $224,961+47.4% | $169,231+96.0% | $352,355-5.9% |
| Participation rate | 100.0% | 85.5%+14.5pp | 81.6%+18.4pp | 89.9%+10.1pp |
| Annual return | 12.17% | -10.50%+22.7pp | -8.69%+20.9pp | 910.77%-898.6pp |
| Employer contribution / active EE | $21,475 | $9,535+125.2% | $6,220+245.2% | $9,649+122.6% |
| Participant deferral / active EE | $0 | $3,338-100.0% | $3,346-100.0% | $6,422-100.0% |
| Admin fee / account holder | $6,667 | $19,089-65.1% | $14,320-53.4% | $32,261-79.3% |