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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 | $19,626 | $165,939-88.2% | $122,354-84.0% | $147,586-86.7% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 18.32% | 34.56%-16.2pp | 30.28%-12.0pp | 578.59%-560.3pp |
| Employer contribution / active EE | $0 | $5,754-100.0% | $4,051-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $4,838 | $4,005+20.8% | $3,287+47.2% | $5,439-11.0% |
| Admin fee / account holder | $331 | $7,425-95.5% | $5,479-94.0% | $10,886-97.0% |