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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 | $13,523 | $181,062-92.5% | $158,223-91.5% | $155,188-91.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 21.10% | 57.39%-36.3pp | 52.09%-31.0pp | 148.84%-127.7pp |
| Employer contribution / active EE | $0 | $4,565-100.0% | $4,109-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $3,519 | $6,134-42.6% | $5,467-35.6% | $6,531-46.1% |
| Admin fee / account holder | $317 | $18,825-98.3% | $16,047-98.0% | $14,480-97.8% |