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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 | $203,780 | $305,245-33.2% | $258,236-21.1% | $428,746-52.5% |
| Participation rate | 100.0% | 85.7%+14.3pp | 81.9%+18.1pp | 88.2%+11.8pp |
| Annual return | 16.80% | -5.74%+22.5pp | -3.31%+20.1pp | 331.92%-315.1pp |
| Employer contribution / active EE | $3,125 | $9,167-65.9% | $7,891-60.4% | $8,363-62.6% |
| Participant deferral / active EE | $0 | $5,791-100.0% | $5,237-100.0% | $5,961-100.0% |
| Admin fee / account holder | $6,061 | $16,482-63.2% | $14,475-58.1% | $31,735-80.9% |