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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 | $9,457 | $132,099-92.8% | $115,599-91.8% | $138,895-93.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.3%+25.7pp | 79.9%+20.1pp |
| Annual return | 18.20% | 176.76%-158.6pp | 111.10%-92.9pp | 145.39%-127.2pp |
| Employer contribution / active EE | $0 | $3,416-100.0% | $2,955-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,765 | $5,617-68.6% | $4,889-63.9% | $6,396-72.4% |
| Admin fee / account holder | $366 | $15,650-97.7% | $12,841-97.2% | $12,562-97.1% |