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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 | $2,265,434 | $768,500+194.8% | $455,481+397.4% | $382,429+492.4% |
| Participation rate | 100.0% | 73.1%+26.9pp | 71.0%+29.0pp | 87.7%+12.3pp |
| Annual return | 17.72% | -6.81%+24.5pp | -2.82%+20.5pp | 248.85%-231.1pp |
| Employer contribution / active EE | $37,750 | $6,516+479.3% | $5,016+652.6% | $8,036+369.8% |
| Participant deferral / active EE | $10,125 | $3,736+171.0% | $3,583+182.6% | $5,727+76.8% |
| Admin fee / account holder | $139,378 | $26,750+421.0% | $17,461+698.2% | $30,732+353.5% |