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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 | $7,082 | $111,535-93.7% | $105,223-93.3% | $137,256-94.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 22.11% | 237.85%-215.7pp | 180.65%-158.5pp | 220.34%-198.2pp |
| Employer contribution / active EE | $0 | $3,939-100.0% | $3,689-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,750 | $5,500-31.8% | $5,072-26.1% | $6,407-41.5% |
| Admin fee / account holder | $821 | $9,721-91.6% | $8,859-90.7% | $12,270-93.3% |