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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 | $13,322 | $118,875-88.8% | $96,572-86.2% | $167,553-92.0% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 11.11% | 50.50%-39.4pp | 37.79%-26.7pp | 478.89%-467.8pp |
| Employer contribution / active EE | $0 | $3,121-100.0% | $2,357-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $1,507 | $4,617-67.4% | $3,850-60.8% | $6,343-76.2% |
| Admin fee / account holder | $697 | $8,070-91.4% | $6,183-88.7% | $12,316-94.3% |