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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 | $10,688 | $171,492-93.8% | $150,734-92.9% | $198,609-94.6% |
| Participation rate | 100.0% | 81.4%+18.6pp | 78.4%+21.6pp | 82.4%+17.6pp |
| Annual return | 7.56% | 804.70%-797.1pp | 600.81%-593.2pp | 202.70%-195.1pp |
| Employer contribution / active EE | $0 | $5,470-100.0% | $4,918-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $3,879 | $6,259-38.0% | $5,610-30.9% | $6,977-44.4% |
| Admin fee / account holder | $5,556 | $17,628-68.5% | $14,905-62.7% | $19,030-70.8% |