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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 | $12,995 | $118,875-89.1% | $96,572-86.5% | $167,553-92.2% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 9.04% | 50.50%-41.5pp | 37.79%-28.8pp | 478.89%-469.9pp |
| Employer contribution / active EE | $0 | $3,121-100.0% | $2,357-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $8,006 | $4,617+73.4% | $3,850+108.0% | $6,343+26.2% |
| Admin fee / account holder | $16,979 | $8,070+110.4% | $6,183+174.6% | $12,316+37.9% |