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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 | $114,725 | $358,152-68.0% | $345,870-66.8% | $461,066-75.1% |
| Participation rate | 100.0% | 90.7%+9.3pp | 91.2%+8.8pp | 87.7%+12.3pp |
| Annual return | 17.38% | -10.67%+28.0pp | -10.24%+27.6pp | 484.84%-467.5pp |
| Employer contribution / active EE | $1,422 | $6,073-76.6% | $5,845-75.7% | $9,163-84.5% |
| Participant deferral / active EE | $0 | $2,733-100.0% | $2,984-100.0% | $6,032-100.0% |
| Admin fee / account holder | $6,253 | $35,126-82.2% | $33,207-81.2% | $28,147-77.8% |