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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 | $9,480 | $106,267-91.1% | $96,520-90.2% | $139,456-93.2% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 21.05% | 38.45%-17.4pp | 35.72%-14.7pp | 373.45%-352.4pp |
| Employer contribution / active EE | $0 | $4,105-100.0% | $3,739-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $7,510 | $5,454+37.7% | $4,879+53.9% | $6,711+11.9% |
| Admin fee / account holder | $2,666 | $7,882-66.2% | $6,733-60.4% | $11,407-76.6% |