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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 | $240,767-13.8% | $211,717-1.9% | $461,066-55.0% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.0%+18.0pp | 87.7%+12.3pp |
| Annual return | 2.95% | 18290.31%-18287.4pp | 16785.27%-16782.3pp | 484.84%-481.9pp |
| Employer contribution / active EE | $1,857 | $4,769-61.1% | $4,039-54.0% | $9,163-79.7% |
| Participant deferral / active EE | $0 | $5,417-100.0% | $4,523-100.0% | $6,032-100.0% |
| Admin fee / account holder | $115,785 | $12,275+843.2% | $10,047+1052.4% | $28,147+311.4% |