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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 | $303,107 | $523,242-42.1% | $482,648-37.2% | $352,355-14.0% |
| Participation rate | 100.0% | 100.0%0pp | 96.8%+3.2pp | 89.9%+10.1pp |
| Annual return | 4.54% | -20.76%+25.3pp | -20.55%+25.1pp | 910.77%-906.2pp |
| Employer contribution / active EE | $12,821 | $9,451+35.7% | $9,004+42.4% | $9,649+32.9% |
| Participant deferral / active EE | $0 | $9,846-100.0% | $9,178-100.0% | $6,422-100.0% |
| Admin fee / account holder | $10,000 | $18,777-46.7% | $17,473-42.8% | $32,261-69.0% |