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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 | $337,533 | $274,636+22.9% | $247,190+36.5% | $254,510+32.6% |
| Participation rate | 100.0% | 19.5%+80.5pp | 15.2%+84.8pp | 43.0%+57.0pp |
| Annual return | 15.10% | 7.44%+7.7pp | 7.87%+7.2pp | 259.14%-244.0pp |
| Employer contribution / active EE | $7,194 | $36,975-80.5% | $31,784-77.4% | $41,471-82.7% |
| Participant deferral / active EE | $12,879 | $171+7432.4% | $241+5250.4% | $153+8313.9% |
| Admin fee / account holder | $10,060 | $288,252-96.5% | $240,514-95.8% | $21,546-53.3% |