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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 | $389,628-76.6% | $325,506-72.0% | $428,746-78.7% |
| Participation rate | 100.0% | 91.7%+8.3pp | 83.1%+16.9pp | 88.2%+11.8pp |
| Annual return | 8.02% | 2.73%+5.3pp | 4.91%+3.1pp | 331.92%-323.9pp |
| Employer contribution / active EE | $3,000 | $5,530-45.8% | $4,786-37.3% | $8,363-64.1% |
| Participant deferral / active EE | $0 | $4,466-100.0% | $3,804-100.0% | $5,961-100.0% |
| Admin fee / account holder | $4,361 | $11,063-60.6% | $10,490-58.4% | $31,735-86.3% |