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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 | $11,992 | $107,666-88.9% | $102,184-88.3% | $154,746-92.3% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.6%+17.4pp | 80.7%+19.3pp |
| Annual return | 35.61% | 29.33%+6.3pp | 31.58%+4.0pp | 172.34%-136.7pp |
| Employer contribution / active EE | $0 | $3,846-100.0% | $3,594-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $9,722 | $8,719+11.5% | $8,309+17.0% | $6,730+44.5% |
| Admin fee / account holder | $1,589 | $12,943-87.7% | $11,609-86.3% | $14,365-88.9% |