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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 | $64,893 | $216,874-70.1% | $174,595-62.8% | $382,429-83.0% |
| Participation rate | 100.0% | 86.9%+13.1pp | 85.1%+14.9pp | 87.7%+12.3pp |
| Annual return | 13.13% | 7969.70%-7956.6pp | 6861.22%-6848.1pp | 248.85%-235.7pp |
| Employer contribution / active EE | $2,778 | $4,110-32.4% | $3,630-23.5% | $8,036-65.4% |
| Participant deferral / active EE | $0 | $4,809-100.0% | $4,379-100.0% | $5,727-100.0% |
| Admin fee / account holder | $4,861 | $12,030-59.6% | $10,352-53.0% | $30,732-84.2% |