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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 | $109,383 | $277,676-60.6% | $197,507-44.6% | $428,746-74.5% |
| Participation rate | 100.0% | 84.9%+15.1pp | 80.2%+19.8pp | 88.2%+11.8pp |
| Annual return | 3.70% | -8.32%+12.0pp | -4.87%+8.6pp | 331.92%-328.2pp |
| Employer contribution / active EE | $11,382 | $7,139+59.4% | $4,728+140.7% | $8,363+36.1% |
| Participant deferral / active EE | $0 | $5,067-100.0% | $4,383-100.0% | $5,961-100.0% |
| Admin fee / account holder | $3,201 | $20,354-84.3% | $18,594-82.8% | $31,735-89.9% |