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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 | $277,676+19.4% | $197,507+67.9% | $428,746-22.6% |
| Participation rate | 100.0% | 84.9%+15.1pp | 80.2%+19.8pp | 88.2%+11.8pp |
| Annual return | 12.17% | -8.32%+20.5pp | -4.87%+17.0pp | 331.92%-319.8pp |
| Employer contribution / active EE | $21,475 | $7,139+200.8% | $4,728+354.2% | $8,363+156.8% |
| Participant deferral / active EE | $0 | $5,067-100.0% | $4,383-100.0% | $5,961-100.0% |
| Admin fee / account holder | $6,667 | $20,354-67.2% | $18,594-64.1% | $31,735-79.0% |