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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 | $86,223 | $244,357-64.7% | $210,245-59.0% | $382,429-77.5% |
| Participation rate | 100.0% | 83.3%+16.7pp | 81.8%+18.2pp | 87.7%+12.3pp |
| Annual return | 26.25% | -7.05%+33.3pp | -5.56%+31.8pp | 248.85%-222.6pp |
| Employer contribution / active EE | $13,571 | $6,439+110.8% | $5,917+129.4% | $8,036+68.9% |
| Participant deferral / active EE | $0 | $5,089-100.0% | $4,757-100.0% | $5,727-100.0% |
| Admin fee / account holder | $1,259 | $11,489-89.0% | $13,533-90.7% | $30,732-95.9% |