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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 | $6,798 | $114,119-94.0% | $107,187-93.7% | $138,895-95.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 15.63% | 273.21%-257.6pp | 204.55%-188.9pp | 145.39%-129.8pp |
| Employer contribution / active EE | $0 | $4,059-100.0% | $3,782-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,991 | $5,538-46.0% | $5,096-41.3% | $6,396-53.2% |
| Admin fee / account holder | $1,028 | $10,024-89.7% | $9,162-88.8% | $12,562-91.8% |