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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 | $253,664+16.7% | $199,933+48.1% | $382,429-22.6% |
| Participation rate | 100.0% | 83.3%+16.7pp | 76.4%+23.6pp | 87.7%+12.3pp |
| Annual return | 8.99% | -8.49%+17.5pp | -7.96%+16.9pp | 248.85%-239.9pp |
| Employer contribution / active EE | $10,126 | $6,893+46.9% | $5,259+92.5% | $8,036+26.0% |
| Participant deferral / active EE | $0 | $1,739-100.0% | $1,800-100.0% | $5,727-100.0% |
| Admin fee / account holder | $2,465 | $49,356-95.0% | $37,571-93.4% | $30,732-92.0% |