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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 | $5,593 | $165,939-96.6% | $122,354-95.4% | $147,585-96.2% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 13.82% | 34.56%-20.7pp | 30.28%-16.5pp | 578.58%-564.8pp |
| Employer contribution / active EE | $0 | $5,754-100.0% | $4,051-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,354 | $4,005-41.2% | $3,287-28.4% | $5,439-56.7% |
| Admin fee / account holder | $7,180 | $7,425-3.3% | $5,479+31.0% | $10,886-34.0% |