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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 | $155,253 | $277,676-44.1% | $197,507-21.4% | $428,746-63.8% |
| Participation rate | 100.0% | 84.9%+15.1pp | 80.2%+19.8pp | 88.2%+11.8pp |
| Annual return | 13.60% | -8.32%+21.9pp | -4.87%+18.5pp | 331.92%-318.3pp |
| Employer contribution / active EE | $8,333 | $7,139+16.7% | $4,728+76.2% | $8,363-0.4% |
| Participant deferral / active EE | $0 | $5,067-100.0% | $4,383-100.0% | $5,961-100.0% |
| Admin fee / account holder | $223,536 | $20,354+998.2% | $18,594+1102.2% | $31,735+604.4% |