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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 | $388,616 | $258,723+50.2% | $247,553+57.0% | $285,997+35.9% |
| Participation rate | 100.0% | 61.8%+38.2pp | 50.4%+49.6pp | 55.8%+44.2pp |
| Annual return | 15.61% | 34.49%-18.9pp | 32.33%-16.7pp | 24.44%-8.8pp |
| Employer contribution / active EE | $878 | $36,001-97.6% | $33,960-97.4% | $41,348-97.9% |
| Participant deferral / active EE | $0 | $42-100.0% | $43-100.0% | $55-100.0% |
| Admin fee / account holder | $3,023 | $10,641-71.6% | $10,141-70.2% | $22,013-86.3% |