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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 | $10,051 | $64,311-84.4% | $57,356-82.5% | $125,389-92.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 83.2%+16.8pp |
| Annual return | 0.53% | 25.14%-24.6pp | 24.41%-23.9pp | 282.24%-281.7pp |
| Employer contribution / active EE | $0 | $3,193-100.0% | $2,689-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $7,272 | $3,846+89.1% | $3,162+130.0% | $5,352+35.9% |
| Admin fee / account holder | $24,817 | $5,243+373.3% | $3,357+639.2% | $9,541+160.1% |