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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 | $18,436 | $104,251-82.3% | $91,004-79.7% | $147,585-87.5% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 11.45% | 27.06%-15.6pp | 4.60%+6.9pp | 578.58%-567.1pp |
| Employer contribution / active EE | $0 | $3,116-100.0% | $2,456-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $15,833 | $4,195+277.4% | $3,548+346.3% | $5,439+191.1% |
| Admin fee / account holder | $43,835 | $8,948+389.9% | $5,417+709.2% | $10,886+302.7% |