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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 | $12,238 | $127,790-90.4% | $106,554-88.5% | $167,553-92.7% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 40.88% | 33.88%+7.0pp | 26.80%+14.1pp | 478.89%-438.0pp |
| Employer contribution / active EE | $0 | $3,427-100.0% | $2,819-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $8,473 | $5,088+66.5% | $4,398+92.6% | $6,343+33.6% |
| Admin fee / account holder | $7,984 | $11,231-28.9% | $7,408+7.8% | $12,316-35.2% |