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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 | $95,796 | $288,797-66.8% | $239,577-60.0% | $382,429-75.0% |
| Participation rate | 100.0% | 85.8%+14.2pp | 82.1%+17.9pp | 87.7%+12.3pp |
| Annual return | 25.75% | -3.30%+29.0pp | -0.70%+26.5pp | 248.85%-223.1pp |
| Employer contribution / active EE | $0 | $8,558-100.0% | $7,232-100.0% | $8,036-100.0% |
| Participant deferral / active EE | $30,500 | $6,420+375.1% | $5,676+437.3% | $5,727+432.5% |
| Admin fee / account holder | $633 | $18,649-96.6% | $19,315-96.7% | $30,732-97.9% |