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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 | $16,988 | $126,661-86.6% | $113,397-85.0% | $138,895-87.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.5%+23.5pp | 79.9%+20.1pp |
| Annual return | 18.59% | 25.05%-6.5pp | 23.20%-4.6pp | 145.39%-126.8pp |
| Employer contribution / active EE | $0 | $3,456-100.0% | $2,977-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $3,230 | $5,693-43.3% | $5,076-36.4% | $6,396-49.5% |
| Admin fee / account holder | $1,447 | $14,549-90.1% | $11,957-87.9% | $12,562-88.5% |