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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 | $18,138 | $110,307-83.6% | $96,576-81.2% | $139,456-87.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 10.32% | 26.40%-16.1pp | 25.87%-15.6pp | 373.45%-363.1pp |
| Employer contribution / active EE | $714 | $3,619-80.3% | $2,965-75.9% | $4,753-85.0% |
| Participant deferral / active EE | $0 | $5,547-100.0% | $4,851-100.0% | $6,711-100.0% |
| Admin fee / account holder | $554 | $11,597-95.2% | $8,253-93.3% | $11,407-95.1% |