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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 | $1,035,007 | $318,230+225.2% | $306,246+238.0% | $287,034+260.6% |
| Participation rate | 100.0% | 68.8%+31.3pp | 62.9%+37.1pp | 55.9%+44.1pp |
| Annual return | 15.01% | 37.67%-22.7pp | 35.15%-20.1pp | 24.44%-9.4pp |
| Employer contribution / active EE | $0 | $48,360-100.0% | $46,389-100.0% | $41,344-100.0% |
| Participant deferral / active EE | $0 | $63-100.0% | $72-100.0% | $55-100.0% |
| Admin fee / account holder | $7,278 | $4,311+68.8% | $4,448+63.6% | $22,013-66.9% |