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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 | $11,018 | $166,131-93.4% | $164,975-93.3% | $145,877-92.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 12.35% | 100.37%-88.0pp | 70.12%-57.8pp | 551.28%-538.9pp |
| Employer contribution / active EE | $0 | $5,276-100.0% | $4,343-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $4,822 | $6,962-30.7% | $6,033-20.1% | $6,691-27.9% |
| Admin fee / account holder | $2,405 | $16,648-85.6% | $12,688-81.0% | $13,402-82.1% |