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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 | $12,491 | $112,112-88.9% | $95,956-87.0% | $158,950-92.1% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 9.37% | 171.15%-161.8pp | 91.63%-82.3pp | 302.91%-293.5pp |
| Employer contribution / active EE | $0 | $3,199-100.0% | $2,541-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $5,053 | $4,784+5.6% | $4,167+21.3% | $5,983-15.5% |
| Admin fee / account holder | $8,932 | $10,134-11.9% | $6,797+31.4% | $11,248-20.6% |