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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 | $12,727 | $224,072-94.3% | $220,428-94.2% | $254,510-95.0% |
| Participation rate | 100.0% | 49.1%+50.9pp | 43.5%+56.5pp | 43.0%+57.0pp |
| Annual return | 11.71% | 99.74%-88.0pp | 90.61%-78.9pp | 259.14%-247.4pp |
| Employer contribution / active EE | $3,512 | $35,080-90.0% | $32,730-89.3% | $41,471-91.5% |
| Participant deferral / active EE | $0 | $39-100.0% | $40-100.0% | $153-100.0% |
| Admin fee / account holder | $7,647 | $13,610-43.8% | $12,805-40.3% | $21,546-64.5% |