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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 | $7,961 | $172,111-95.4% | $150,298-94.7% | $137,256-94.2% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 32.77% | 69.37%-36.6pp | 62.79%-30.0pp | 220.34%-187.6pp |
| Employer contribution / active EE | $0 | $4,636-100.0% | $4,154-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $10,502 | $6,166+70.3% | $5,453+92.6% | $6,407+63.9% |
| Admin fee / account holder | $2,809 | $16,471-82.9% | $14,116-80.1% | $12,270-77.1% |