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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 | $33,356 | $177,595-81.2% | $148,496-77.5% | $198,609-83.2% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 21.27% | 9.97%+11.3pp | 12.33%+8.9pp | 202.70%-181.4pp |
| Employer contribution / active EE | $0 | $4,098-100.0% | $3,497-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $39,319 | $5,539+609.8% | $4,808+717.7% | $6,977+463.6% |
| Admin fee / account holder | $15,965 | $27,010-40.9% | $19,547-18.3% | $19,030-16.1% |