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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 | $31,178 | $289,211-89.2% | $260,467-88.0% | $198,609-84.3% |
| Participation rate | 100.0% | 83.1%+16.9pp | 80.5%+19.5pp | 82.4%+17.6pp |
| Annual return | 13.38% | 112.90%-99.5pp | 100.60%-87.2pp | 202.70%-189.3pp |
| Employer contribution / active EE | $0 | $4,663-100.0% | $4,239-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $11,604 | $6,812+70.3% | $6,319+83.6% | $6,977+66.3% |
| Admin fee / account holder | $32,853 | $16,236+102.3% | $15,461+112.5% | $19,030+72.6% |