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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 | $408,028 | $656,253-37.8% | $632,405-35.5% | $484,799-15.8% |
| Participation rate | 100.0% | 90.8%+9.2pp | 89.5%+10.5pp | 91.1%+8.9pp |
| Annual return | 15.11% | 2.20%+12.9pp | 2.81%+12.3pp | 5.95%+9.2pp |
| Employer contribution / active EE | $19,095 | $32,826-41.8% | $32,215-40.7% | $27,493-30.5% |
| Participant deferral / active EE | $0 | $3,319-100.0% | $3,300-100.0% | $6,572-100.0% |
| Admin fee / account holder | $2,808 | $16,461-82.9% | $30,649-90.8% | $18,209-84.6% |