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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 | $31,832 | $197,625-83.9% | $177,840-82.1% | $158,966-80.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 7.14% | 58.76%-51.6pp | 48.32%-41.2pp | 302.95%-295.8pp |
| Employer contribution / active EE | $0 | $6,698-100.0% | $5,919-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $5,500 | $8,405-34.6% | $7,714-28.7% | $5,983-8.1% |
| Admin fee / account holder | $13,271 | $15,405-13.9% | $12,431+6.8% | $11,250+18.0% |