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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 | $23,111 | $177,595-87.0% | $148,496-84.4% | $198,609-88.4% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 11.16% | 9.97%+1.2pp | 12.33%-1.2pp | 202.70%-191.5pp |
| Employer contribution / active EE | $0 | $4,098-100.0% | $3,497-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $15,000 | $5,539+170.8% | $4,808+211.9% | $6,977+115.0% |
| Admin fee / account holder | $48,525 | $27,010+79.7% | $19,547+148.2% | $19,030+155.0% |