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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 | $12,551 | $107,666-88.3% | $102,184-87.7% | $154,746-91.9% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.6%+17.4pp | 80.7%+19.3pp |
| Annual return | 20.91% | 29.33%-8.4pp | 31.58%-10.7pp | 172.34%-151.4pp |
| Employer contribution / active EE | $0 | $3,846-100.0% | $3,594-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $13,214 | $8,719+51.5% | $8,309+59.0% | $6,730+96.3% |
| Admin fee / account holder | $1,725 | $12,943-86.7% | $11,609-85.1% | $14,365-88.0% |