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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 | $11,667 | $121,677-90.4% | $104,625-88.8% | $158,966-92.7% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 14.39% | 465.58%-451.2pp | 340.60%-326.2pp | 302.95%-288.6pp |
| Employer contribution / active EE | $0 | $3,165-100.0% | $2,681-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,820 | $4,175-32.5% | $3,738-24.5% | $5,983-52.9% |
| Admin fee / account holder | $802 | $7,777-89.7% | $6,465-87.6% | $11,250-92.9% |