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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 | $7,384 | $162,821-95.5% | $133,978-94.5% | $158,982-95.4% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 17.73% | 41.95%-24.2pp | 45.10%-27.4pp | 302.99%-285.3pp |
| Employer contribution / active EE | $0 | $4,976-100.0% | $3,919-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,835 | $5,910-69.0% | $5,047-63.7% | $5,983-69.3% |
| Admin fee / account holder | $1,204 | $11,742-89.7% | $8,930-86.5% | $11,252-89.3% |