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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 | $744,384 | $352,355+111.3% | $494,412+50.6% | $352,355+111.3% |
| Participation rate | 100.0% | 89.9%+10.1pp | 95.2%+4.8pp | 89.9%+10.1pp |
| Annual return | 22.92% | 910.77%-887.9pp | -3.70%+26.6pp | 910.77%-887.9pp |
| Employer contribution / active EE | $11,250 | $9,649+16.6% | $12,343-8.9% | $9,649+16.6% |
| Participant deferral / active EE | $0 | $6,422-100.0% | $11,318-100.0% | $6,422-100.0% |
| Admin fee / account holder | $7,500 | $32,261-76.8% | $31,645-76.3% | $32,261-76.8% |