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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 | $11,295 | $211,239-94.7% | $178,528-93.7% | $145,877-92.3% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 15.57% | 30.22%-14.7pp | 27.11%-11.5pp | 551.28%-535.7pp |
| Employer contribution / active EE | $0 | $4,570-100.0% | $3,950-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,416 | $6,963-50.9% | $6,278-45.6% | $6,691-49.0% |
| Admin fee / account holder | $435 | $12,095-96.4% | $10,419-95.8% | $13,402-96.8% |