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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 | $324,074-73.4% | $278,538-69.0% | $461,066-81.3% |
| Participation rate | 100.0% | 85.4%+14.6pp | 83.2%+16.8pp | 87.7%+12.3pp |
| Annual return | 26.25% | -7.67%+33.9pp | -6.42%+32.7pp | 484.84%-458.6pp |
| Employer contribution / active EE | $13,571 | $10,290+31.9% | $8,620+57.4% | $9,163+48.1% |
| Participant deferral / active EE | $0 | $6,868-100.0% | $5,790-100.0% | $6,032-100.0% |
| Admin fee / account holder | $1,259 | $15,098-91.7% | $12,986-90.3% | $28,147-95.5% |