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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 | $14,610 | $102,828-85.8% | $105,387-86.1% | $152,909-90.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 16.09% | 20.85%-4.8pp | 26.82%-10.7pp | 345.46%-329.4pp |
| Employer contribution / active EE | $0 | $4,473-100.0% | $4,213-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $6,431 | $5,465+17.7% | $5,502+16.9% | $5,851+9.9% |
| Admin fee / account holder | $1,629 | $8,683-81.2% | $6,559-75.2% | $11,601-86.0% |