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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 | $6,759 | $116,203-94.2% | $93,621-92.8% | $152,909-95.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.8%+24.2pp | 82.5%+17.5pp |
| Annual return | 17.75% | 35.96%-18.2pp | 32.76%-15.0pp | 345.46%-327.7pp |
| Employer contribution / active EE | $502 | $3,219-84.4% | $2,719-81.6% | $4,764-89.5% |
| Participant deferral / active EE | $0 | $4,605-100.0% | $4,070-100.0% | $5,851-100.0% |
| Admin fee / account holder | $1,191 | $10,751-88.9% | $7,890-84.9% | $11,601-89.7% |