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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 | $9,062 | $100,970-91.0% | $96,576-90.6% | $137,256-93.4% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 15.96% | 38.16%-22.2pp | 38.47%-22.5pp | 220.34%-204.4pp |
| Employer contribution / active EE | $0 | $3,809-100.0% | $3,553-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $15,186 | $8,286+83.3% | $7,956+90.9% | $6,407+137.0% |
| Admin fee / account holder | $22,169 | $11,312+96.0% | $11,381+94.8% | $12,270+80.7% |