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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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $199,147 | $224,072-11.1% | $220,428-9.7% | $254,173-21.6% |
| Participation rate | 100.0% | 49.1%+50.9pp | 43.5%+56.5pp | 43.0%+57.0pp |
| Annual return | 14.36% | 99.74%-85.4pp | 90.61%-76.3pp | 259.17%-244.8pp |
| Employer contribution / active EE | $6,250 | $35,080-82.2% | $32,730-80.9% | $41,471-84.9% |
| Participant deferral / active EE | $0 | $39-100.0% | $40-100.0% | $153-100.0% |
| Admin fee / account holder | $1,693 | $13,610-87.6% | $12,805-86.8% | $21,502-92.1% |