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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 | $11,387 | $166,131-93.1% | $164,975-93.1% | $145,877-92.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 10.04% | 100.37%-90.3pp | 70.12%-60.1pp | 551.28%-541.2pp |
| Employer contribution / active EE | $1,059 | $5,276-79.9% | $4,343-75.6% | $4,663-77.3% |
| Participant deferral / active EE | $6,293 | $6,962-9.6% | $6,033+4.3% | $6,691-5.9% |
| Admin fee / account holder | $9,656 | $16,648-42.0% | $12,688-23.9% | $13,402-28.0% |