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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 | $15,405 | $178,174-91.4% | $156,181-90.1% | $137,256-88.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 16.63% | 84.19%-67.6pp | 64.87%-48.2pp | 220.34%-203.7pp |
| Employer contribution / active EE | $0 | $4,972-100.0% | $4,294-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,004 | $6,888-56.4% | $6,132-51.0% | $6,407-53.1% |
| Admin fee / account holder | $508 | $17,404-97.1% | $14,586-96.5% | $12,270-95.9% |