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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 | $5,051 | $223,823-97.7% | $211,142-97.6% | $154,746-96.7% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 10.48% | 50.39%-39.9pp | 46.84%-36.4pp | 172.34%-161.9pp |
| Employer contribution / active EE | $0 | $6,787-100.0% | $6,442-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $5,325 | $9,750-45.4% | $9,284-42.6% | $6,730-20.9% |
| Admin fee / account holder | $32,958 | $19,707+67.2% | $19,076+72.8% | $14,365+129.4% |