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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 | $4,754 | $167,415-97.2% | $140,514-96.6% | $198,609-97.6% |
| Participation rate | 100.0% | 80.9%+19.1pp | 77.8%+22.2pp | 82.4%+17.6pp |
| Annual return | 15.72% | 13.85%+1.9pp | 14.36%+1.4pp | 202.70%-187.0pp |
| Employer contribution / active EE | $0 | $4,088-100.0% | $3,378-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $6,653 | $5,579+19.3% | $4,919+35.3% | $6,977-4.6% |
| Admin fee / account holder | $675 | $16,730-96.0% | $13,697-95.1% | $19,030-96.5% |