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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 | $399,577 | $218,893+82.5% | $436,953-8.6% | $233,076+71.4% |
| Participation rate | 100.0% | 49.9%+50.1pp | 44.2%+55.8pp | 46.4%+53.6pp |
| Annual return | -5.87% | -114.99%+109.1pp | -102.04%+96.2pp | -82.67%+76.8pp |
| Employer contribution / active EE | $6,139 | $39,361-84.4% | $36,232-83.1% | $43,771-86.0% |
| Participant deferral / active EE | $0 | $44-100.0% | $47-100.0% | $103-100.0% |
| Admin fee / account holder | $5,211 | $11,759-55.7% | $12,721-59.0% | $11,204-53.5% |