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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 | $9,105 | $109,372-91.7% | $89,414-89.8% | $158,966-94.3% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 22.17% | 345.55%-323.4pp | 245.50%-223.3pp | 302.95%-280.8pp |
| Employer contribution / active EE | $0 | $3,171-100.0% | $2,586-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $3,111 | $4,598-32.4% | $3,890-20.0% | $5,983-48.0% |
| Admin fee / account holder | $1,388 | $6,156-77.5% | $4,883-71.6% | $11,250-87.7% |