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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 | $177,622 | $90,671+95.9% | $85,826+107.0% | $382,429-53.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 72.9%+27.1pp | 87.7%+12.3pp |
| Annual return | 20.75% | -14.82%+35.6pp | -10.29%+31.0pp | 248.85%-228.1pp |
| Employer contribution / active EE | $15,005 | $10,032+49.6% | $6,831+119.7% | $8,036+86.7% |
| Participant deferral / active EE | $0 | $4,675-100.0% | $3,752-100.0% | $5,727-100.0% |
| Admin fee / account holder | $1,522 | $4,773-68.1% | $4,820-68.4% | $30,732-95.0% |