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Participant 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 | $326,475 | $457,257-28.6% | $460,228-29.1% | $405,731-19.5% |
| Participation rate | 100.0% | 95.3%+4.7pp | 95.1%+4.9pp | 91.9%+8.1pp |
| Annual return | -0.95% | -3.33%+2.4pp | -2.98%+2.0pp | 4.30%-5.2pp |
| Employer contribution / active EE | $19,714 | $29,788-33.8% | $29,339-32.8% | $26,636-26.0% |
| Participant deferral / active EE | $0 | $3,623-100.0% | $3,580-100.0% | $5,788-100.0% |
| Admin fee / account holder | $32,208 | $3,869+732.4% | $4,523+612.1% | $12,997+147.8% |