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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 | $8,812 | $105,145-91.6% | $94,664-90.7% | $139,466-93.7% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 26.97% | 38.09%-11.1pp | 156.84%-129.9pp | 373.66%-346.7pp |
| Employer contribution / active EE | $0 | $4,107-100.0% | $3,673-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $18,078 | $7,599+137.9% | $7,417+143.7% | $6,712+169.3% |
| Admin fee / account holder | $4,673 | $8,972-47.9% | $7,222-35.3% | $11,409-59.0% |