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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 | $11,431 | $108,911-89.5% | $100,392-88.6% | $145,884-92.2% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 19.61% | 58.23%-38.6pp | 49.45%-29.8pp | 551.85%-532.2pp |
| Employer contribution / active EE | $0 | $4,420-100.0% | $3,941-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $8,233 | $8,459-2.7% | $8,090+1.8% | $6,690+23.1% |
| Admin fee / account holder | $934 | $9,698-90.4% | $7,904-88.2% | $13,392-93.0% |