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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 | $91,243 | $334,031-72.7% | $300,027-69.6% | $483,350-81.1% |
| Participation rate | 100.0% | 97.9%+2.1pp | 85.4%+14.6pp | 89.0%+11.0pp |
| Annual return | 8.02% | -2.92%+10.9pp | 0.69%+7.3pp | 533.38%-525.4pp |
| Employer contribution / active EE | $3,000 | $6,134-51.1% | $4,895-38.7% | $9,034-66.8% |
| Participant deferral / active EE | $0 | $5,038-100.0% | $4,519-100.0% | $6,196-100.0% |
| Admin fee / account holder | $4,361 | $14,533-70.0% | $15,856-72.5% | $41,445-89.5% |