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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 | $143,948 | $316,187-54.5% | $269,529-46.6% | $461,066-68.8% |
| Participation rate | 100.0% | 86.6%+13.4pp | 82.8%+17.2pp | 87.7%+12.3pp |
| Annual return | 9.29% | -6.39%+15.7pp | -4.31%+13.6pp | 484.84%-475.5pp |
| Employer contribution / active EE | $23,333 | $10,349+125.5% | $8,701+168.2% | $9,163+154.6% |
| Participant deferral / active EE | $0 | $5,160-100.0% | $4,900-100.0% | $6,032-100.0% |
| Admin fee / account holder | $87,691 | $16,501+431.4% | $15,286+473.7% | $28,147+211.5% |