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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 | $8,470 | $100,970-91.6% | $96,576-91.2% | $137,256-93.8% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 23.08% | 38.16%-15.1pp | 38.47%-15.4pp | 220.34%-197.3pp |
| Employer contribution / active EE | $0 | $3,809-100.0% | $3,553-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $10,298 | $8,286+24.3% | $7,956+29.4% | $6,407+60.7% |
| Admin fee / account holder | $1,076 | $11,312-90.5% | $11,381-90.5% | $12,270-91.2% |