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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 | $12,169 | $78,428-84.5% | $95,960-87.3% | $79,852-84.8% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 83.84% | 19.37%+64.5pp | 91.63%-7.8pp | 31.72%+52.1pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $6,343 | $3,440+84.4% | $4,167+52.2% | $3,740+69.6% |
| Admin fee / account holder | $907 | $5,622-83.9% | $6,797-86.7% | $5,306-82.9% |