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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 | $136,860-96.5% | $120,344-96.0% | $154,746-96.9% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.7%+23.3pp | 80.7%+19.3pp |
| Annual return | 15.72% | 21.38%-5.7pp | 20.30%-4.6pp | 172.34%-156.6pp |
| Employer contribution / active EE | $0 | $3,533-100.0% | $3,020-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $6,653 | $5,793+14.8% | $5,135+29.6% | $6,730-1.1% |
| Admin fee / account holder | $675 | $15,393-95.6% | $12,742-94.7% | $14,365-95.3% |