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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 | $6,953 | $157,829-95.6% | $136,867-94.9% | $198,609-96.5% |
| Participation rate | 100.0% | 77.2%+22.8pp | 74.5%+25.5pp | 82.4%+17.6pp |
| Annual return | 18.38% | 51.25%-32.9pp | 42.97%-24.6pp | 202.70%-184.3pp |
| Employer contribution / active EE | $0 | $3,923-100.0% | $3,547-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $6,138 | $5,463+12.4% | $4,924+24.7% | $6,977-12.0% |
| Admin fee / account holder | $874 | $11,107-92.1% | $10,340-91.5% | $19,030-95.4% |