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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 | $13,153 | $65,367-79.9% | $92,915-85.8% | $72,976-82.0% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 18.88% | 42.11%-23.2pp | 109.45%-90.6pp | 81.02%-62.1pp |
| Employer contribution / active EE | $0 | $2,594-100.0% | $3,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,474 | $3,128-52.9% | $4,238-65.2% | $3,608-59.1% |
| Admin fee / account holder | $1,302 | $4,251-69.4% | $5,796-77.5% | $5,124-74.6% |