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Participant 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 | $527,756 | $352,355+49.8% | $494,412+6.7% | $352,355+49.8% |
| Participation rate | 77.8% | 89.9%-12.1pp | 95.2%-17.4pp | 89.9%-12.1pp |
| Annual return | 8.70% | 910.77%-902.1pp | -3.70%+12.4pp | 910.77%-902.1pp |
| Employer contribution / active EE | $0 | $9,649-100.0% | $12,343-100.0% | $9,649-100.0% |
| Participant deferral / active EE | $1,978 | $6,422-69.2% | $11,318-82.5% | $6,422-69.2% |
| Admin fee / account holder | $70,038 | $32,261+117.1% | $31,645+121.3% | $32,261+117.1% |