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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 | $124,425-86.3% | $112,040-84.8% | $137,256-87.6% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 18.59% | 24.72%-6.1pp | 24.52%-5.9pp | 220.34%-201.8pp |
| Employer contribution / active EE | $0 | $3,411-100.0% | $2,954-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,230 | $5,718-43.5% | $5,098-36.6% | $6,407-49.6% |
| Admin fee / account holder | $1,447 | $15,207-90.5% | $12,098-88.0% | $12,270-88.2% |