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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 | $11,195 | $147,594-92.4% | $121,871-90.8% | $198,609-94.4% |
| Participation rate | 100.0% | 78.0%+22.0pp | 73.2%+26.8pp | 82.4%+17.6pp |
| Annual return | 65.63% | 12.94%+52.7pp | 13.57%+52.1pp | 202.70%-137.1pp |
| Employer contribution / active EE | $0 | $3,007-100.0% | $2,731-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $4,269 | $5,168-17.4% | $4,318-1.1% | $6,977-38.8% |
| Admin fee / account holder | $663 | $15,134-95.6% | $11,551-94.3% | $19,030-96.5% |