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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 | $20,919 | $123,000-83.0% | $105,582-80.2% | $198,609-89.5% |
| Participation rate | 100.0% | 76.8%+23.2pp | 71.8%+28.2pp | 82.4%+17.6pp |
| Annual return | 15.55% | 18.31%-2.8pp | 18.61%-3.1pp | 202.70%-187.1pp |
| Employer contribution / active EE | $0 | $3,582-100.0% | $2,984-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $4,097 | $5,013-18.3% | $4,353-5.9% | $6,977-41.3% |
| Admin fee / account holder | $6,074 | $16,254-62.6% | $12,856-52.8% | $19,030-68.1% |