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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 | $207,653 | $216,874-4.3% | $174,595+18.9% | $382,429-45.7% |
| Participation rate | 100.0% | 86.9%+13.1pp | 85.1%+14.9pp | 87.7%+12.3pp |
| Annual return | 2.95% | 7969.70%-7966.8pp | 6861.22%-6858.3pp | 248.85%-245.9pp |
| Employer contribution / active EE | $1,857 | $4,110-54.8% | $3,630-48.8% | $8,036-76.9% |
| Participant deferral / active EE | $0 | $4,809-100.0% | $4,379-100.0% | $5,727-100.0% |
| Admin fee / account holder | $115,785 | $12,030+862.5% | $10,352+1018.5% | $30,732+276.8% |