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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 | $523,242-42.3% | $482,648-37.5% | $352,355-14.4% |
| Participation rate | 100.0% | 100.0%0pp | 96.8%+3.2pp | 89.9%+10.1pp |
| Annual return | 4.29% | -20.76%+25.1pp | -20.55%+24.8pp | 910.77%-906.5pp |
| Employer contribution / active EE | $8,547 | $9,451-9.6% | $9,004-5.1% | $9,649-11.4% |
| Participant deferral / active EE | $0 | $9,846-100.0% | $9,178-100.0% | $6,422-100.0% |
| Admin fee / account holder | $8,000 | $18,777-57.4% | $17,473-54.2% | $32,261-75.2% |