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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 | $269,508 | $321,431-16.2% | $308,850-12.7% | $248,183+8.6% |
| Participation rate | 100.0% | 52.9%+47.1pp | 48.5%+51.5pp | 45.9%+54.1pp |
| Annual return | 16.98% | 14.95%+2.0pp | 14.41%+2.6pp | 10.21%+6.8pp |
| Employer contribution / active EE | $7,783 | $48,159-83.8% | $45,283-82.8% | $42,272-81.6% |
| Participant deferral / active EE | $0 | $124-100.0% | $125-100.0% | $121-100.0% |
| Admin fee / account holder | $4,100 | $8,071-49.2% | $9,941-58.8% | $13,518-69.7% |