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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 | $14,466 | $185,312-92.2% | $161,489-91.0% | $154,746-90.7% |
| Participation rate | 94.4% | 82.5%+12.0pp | 78.7%+15.7pp | 80.7%+13.7pp |
| Annual return | 24.85% | 103.84%-79.0pp | 89.72%-64.9pp | 172.34%-147.5pp |
| Employer contribution / active EE | $0 | $4,769-100.0% | $4,268-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $3,582 | $6,350-43.6% | $5,630-36.4% | $6,730-46.8% |
| Admin fee / account holder | $1,455 | $18,654-92.2% | $16,006-90.9% | $14,365-89.9% |