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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 | $9,034 | $81,696-88.9% | $70,494-87.2% | $158,982-94.3% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 17.97% | 208.70%-190.7pp | 109.16%-91.2pp | 302.99%-285.0pp |
| Employer contribution / active EE | $0 | $3,220-100.0% | $2,738-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $11,209 | $4,558+145.9% | $3,711+202.1% | $5,983+87.3% |
| Admin fee / account holder | $3,729 | $6,200-39.9% | $3,848-3.1% | $11,252-66.9% |