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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 | $9,258 | $117,895-92.1% | $102,460-91.0% | $145,897-93.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 11.67% | 31.92%-20.3pp | 29.47%-17.8pp | 552.29%-540.6pp |
| Employer contribution / active EE | $0 | $3,619-100.0% | $3,025-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,376 | $5,736-58.6% | $5,056-53.0% | $6,689-64.5% |
| Admin fee / account holder | $998 | $13,353-92.5% | $9,460-89.4% | $13,390-92.5% |