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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 | $7,252 | $106,247-93.2% | $96,515-92.5% | $139,466-94.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 15.87% | 38.47%-22.6pp | 35.73%-19.9pp | 373.66%-357.8pp |
| Employer contribution / active EE | $0 | $4,106-100.0% | $3,740-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $2,238 | $5,456-59.0% | $4,880-54.1% | $6,712-66.7% |
| Admin fee / account holder | $1,078 | $7,885-86.3% | $6,735-84.0% | $11,409-90.5% |