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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 | $296,048 | $352,355-16.0% | $296,0480% | $352,355-16.0% |
| Participation rate | 100.0% | 89.9%+10.1pp | 100.0%0pp | 89.9%+10.1pp |
| Annual return | 8.99% | 910.77%-901.8pp | -12.80%+21.8pp | 910.77%-901.8pp |
| Employer contribution / active EE | $10,126 | $9,649+4.9% | $10,1260% | $9,649+4.9% |
| Participant deferral / active EE | $0 | $6,422-100.0% | - | $6,422-100.0% |
| Admin fee / account holder | $2,465 | $32,261-92.4% | $2,4650% | $32,261-92.4% |