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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 | $53,124 | $254,759-79.1% | $216,567-75.5% | $198,609-73.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 81.6%+18.4pp | 82.4%+17.6pp |
| Annual return | 5.19% | 10.04%-4.8pp | 12.94%-7.7pp | 202.70%-197.5pp |
| Employer contribution / active EE | $833 | $6,096-86.3% | $5,216-84.0% | $5,055-83.5% |
| Participant deferral / active EE | $0 | $6,948-100.0% | $6,191-100.0% | $6,977-100.0% |
| Admin fee / account holder | $278,526 | $26,311+958.6% | $21,981+1167.1% | $19,030+1363.6% |