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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 | $8,350 | $227,291-96.3% | $214,702-96.1% | $155,188-94.6% |
| Participation rate | 100.0% | 88.0%+12.0pp | 87.5%+12.5pp | 80.8%+19.2pp |
| Annual return | 23.02% | 60.08%-37.1pp | 54.55%-31.5pp | 148.84%-125.8pp |
| Employer contribution / active EE | $0 | $6,772-100.0% | $6,461-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $5,075 | $9,582-47.0% | $9,147-44.5% | $6,531-22.3% |
| Admin fee / account holder | $3,028 | $20,413-85.2% | $19,830-84.7% | $14,480-79.1% |