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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 | $6,320 | $184,014-96.6% | $161,149-96.1% | $138,895-95.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.8%+21.2pp | 79.9%+20.1pp |
| Annual return | 15.86% | 21.52%-5.7pp | 21.16%-5.3pp | 145.39%-129.5pp |
| Employer contribution / active EE | $0 | $5,055-100.0% | $4,360-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,805 | $6,909-59.4% | $6,153-54.4% | $6,396-56.2% |
| Admin fee / account holder | $955 | $18,027-94.7% | $15,194-93.7% | $12,562-92.4% |