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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 | $11,187 | $107,941-89.6% | $91,994-87.8% | $152,909-92.7% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.5%+17.5pp |
| Annual return | 22.75% | 89.28%-66.5pp | 69.04%-46.3pp | 345.46%-322.7pp |
| Employer contribution / active EE | $0 | $4,212-100.0% | $3,453-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $9,578 | $6,366+50.5% | $5,924+61.7% | $5,851+63.7% |
| Admin fee / account holder | $4,246 | $10,521-59.6% | $7,744-45.2% | $11,601-63.4% |