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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 | $8,571 | $124,213-93.1% | $118,106-92.7% | $154,746-94.5% |
| Participation rate | 100.0% | 83.6%+16.4pp | 81.9%+18.1pp | 80.7%+19.3pp |
| Annual return | 12.56% | 18.29%-5.7pp | 19.44%-6.9pp | 172.34%-159.8pp |
| Employer contribution / active EE | $0 | $4,905-100.0% | $4,698-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $23,500 | $6,859+242.6% | $6,619+255.1% | $6,730+249.2% |
| Admin fee / account holder | $302,813 | $9,627+3045.5% | $8,973+3274.7% | $14,365+2008.0% |