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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 | $8,527 | $289,211-97.1% | $260,467-96.7% | $198,609-95.7% |
| Participation rate | 100.0% | 83.1%+16.9pp | 80.5%+19.5pp | 82.4%+17.6pp |
| Annual return | 7.31% | 112.90%-105.6pp | 100.60%-93.3pp | 202.70%-195.4pp |
| Employer contribution / active EE | $2 | $4,663-100.0% | $4,239-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $5,605 | $6,812-17.7% | $6,319-11.3% | $6,977-19.7% |
| Admin fee / account holder | $1,539 | $16,236-90.5% | $15,461-90.0% | $19,030-91.9% |