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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 | $284,880+16.4% | $203,445+63.0% | $461,066-28.1% |
| Participation rate | 100.0% | 76.7%+23.3pp | 76.8%+23.2pp | 87.7%+12.3pp |
| Annual return | 12.17% | -8.16%+20.3pp | -5.67%+17.8pp | 484.84%-472.7pp |
| Employer contribution / active EE | $21,475 | $6,840+213.9% | $4,770+350.2% | $9,163+134.4% |
| Participant deferral / active EE | $0 | $4,322-100.0% | $3,908-100.0% | $6,032-100.0% |
| Admin fee / account holder | $6,667 | $17,257-61.4% | $14,231-53.2% | $28,147-76.3% |