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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 | $390,483 | $277,676+40.6% | $197,507+97.7% | $428,746-8.9% |
| Participation rate | 100.0% | 84.9%+15.1pp | 80.2%+19.8pp | 88.2%+11.8pp |
| Annual return | 4.24% | -8.32%+12.6pp | -4.87%+9.1pp | 331.92%-327.7pp |
| Employer contribution / active EE | $25,642 | $7,139+259.2% | $4,728+442.3% | $8,363+206.6% |
| Participant deferral / active EE | $0 | $5,067-100.0% | $4,383-100.0% | $5,961-100.0% |
| Admin fee / account holder | $42,597 | $20,354+109.3% | $18,594+129.1% | $31,735+34.2% |