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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 | $7,714 | $132,099-94.2% | $115,599-93.3% | $138,895-94.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.3%+25.7pp | 79.9%+20.1pp |
| Annual return | 16.64% | 176.76%-160.1pp | 111.10%-94.5pp | 145.39%-128.8pp |
| Employer contribution / active EE | $0 | $3,416-100.0% | $2,955-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $6,652 | $5,617+18.4% | $4,889+36.0% | $6,396+4.0% |
| Admin fee / account holder | $7,889 | $15,650-49.6% | $12,841-38.6% | $12,562-37.2% |