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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 | $311,053-53.7% | $269,665-46.6% | $352,355-59.1% |
| Participation rate | 100.0% | 89.5%+10.5pp | 84.6%+15.4pp | 89.9%+10.1pp |
| Annual return | 9.29% | -14.45%+23.7pp | -13.58%+22.9pp | 910.77%-901.5pp |
| Employer contribution / active EE | $23,333 | $14,978+55.8% | $11,014+111.9% | $9,649+141.8% |
| Participant deferral / active EE | $0 | $6,538-100.0% | $5,717-100.0% | $6,422-100.0% |
| Admin fee / account holder | $87,691 | $55,517+58.0% | $41,925+109.2% | $32,261+171.8% |