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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 | $2,016 | $185,312-98.9% | $161,489-98.8% | $154,746-98.7% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 15.65% | 103.84%-88.2pp | 89.72%-74.1pp | 172.34%-156.7pp |
| Employer contribution / active EE | $0 | $4,769-100.0% | $4,268-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,357 | $6,350-62.9% | $5,630-58.1% | $6,730-65.0% |
| Admin fee / account holder | $16,819 | $18,654-9.8% | $16,006+5.1% | $14,365+17.1% |