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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 | $11,967 | $134,817-91.1% | $123,973-90.3% | $155,188-92.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | 16.11% | 515.49%-499.4pp | 388.13%-372.0pp | 148.84%-132.7pp |
| Employer contribution / active EE | $0 | $4,425-100.0% | $4,126-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $4,745 | $5,706-16.8% | $5,247-9.6% | $6,531-27.4% |
| Admin fee / account holder | $2,600 | $13,245-80.4% | $11,799-78.0% | $14,480-82.0% |