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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 | $193,307 | $389,628-50.4% | $325,506-40.6% | $428,746-54.9% |
| Participation rate | 100.0% | 91.7%+8.3pp | 83.1%+16.9pp | 88.2%+11.8pp |
| Annual return | 12.77% | 2.73%+10.0pp | 4.91%+7.9pp | 331.92%-319.1pp |
| Employer contribution / active EE | $2,577 | $5,530-53.4% | $4,786-46.2% | $8,363-69.2% |
| Participant deferral / active EE | $0 | $4,466-100.0% | $3,804-100.0% | $5,961-100.0% |
| Admin fee / account holder | $2,002 | $11,063-81.9% | $10,490-80.9% | $31,735-93.7% |