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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 | $58,993 | $1,092,281-94.6% | $1,069,083-94.5% | $461,066-87.2% |
| Participation rate | 100.0% | 93.8%+6.2pp | 94.0%+6.0pp | 87.7%+12.3pp |
| Annual return | 3.20% | -6.70%+9.9pp | -6.55%+9.8pp | 484.84%-481.6pp |
| Employer contribution / active EE | $11,400 | $11,901-4.2% | $12,724-10.4% | $9,163+24.4% |
| Participant deferral / active EE | $0 | $5,401-100.0% | $5,322-100.0% | $6,032-100.0% |
| Admin fee / account holder | $1,875 | $108,375-98.3% | $104,587-98.2% | $28,147-93.3% |