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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 | $11,213 | $97,289-88.5% | $92,805-87.9% | $155,188-92.8% |
| Participation rate | 100.0% | 84.2%+15.8pp | 83.5%+16.5pp | 80.8%+19.2pp |
| Annual return | 16.48% | 29.03%-12.6pp | 31.59%-15.1pp | 148.84%-132.4pp |
| Employer contribution / active EE | $0 | $3,632-100.0% | $3,424-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $4,670 | $8,795-46.9% | $8,448-44.7% | $6,531-28.5% |
| Admin fee / account holder | $1,047 | $12,015-91.3% | $10,911-90.4% | $14,480-92.8% |