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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 | $8,456 | $114,119-92.6% | $107,187-92.1% | $138,895-93.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 16.81% | 273.21%-256.4pp | 204.55%-187.7pp | 145.39%-128.6pp |
| Employer contribution / active EE | $356 | $4,059-91.2% | $3,782-90.6% | $4,194-91.5% |
| Participant deferral / active EE | $0 | $5,538-100.0% | $5,096-100.0% | $6,396-100.0% |
| Admin fee / account holder | $1,448 | $10,024-85.6% | $9,162-84.2% | $12,562-88.5% |