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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 | $301,704 | $418,230-27.9% | $386,303-21.9% | $461,066-34.6% |
| Participation rate | 100.0% | 90.6%+9.4pp | 87.7%+12.3pp | 87.7%+12.3pp |
| Annual return | 4.29% | 213.00%-208.7pp | 210.04%-205.7pp | 484.84%-480.5pp |
| Employer contribution / active EE | $8,547 | $11,708-27.0% | $10,842-21.2% | $9,163-6.7% |
| Participant deferral / active EE | $0 | $10,032-100.0% | $9,137-100.0% | $6,032-100.0% |
| Admin fee / account holder | $8,000 | $20,326-60.6% | $19,920-59.8% | $28,147-71.6% |