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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 | $13,724 | $129,737-89.4% | $119,126-88.5% | $154,746-91.1% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 13.84% | 379.08%-365.2pp | 282.11%-268.3pp | 172.34%-158.5pp |
| Employer contribution / active EE | $0 | $4,375-100.0% | $4,034-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $3,951 | $5,842-32.4% | $5,318-25.7% | $6,730-41.3% |
| Admin fee / account holder | $1,295 | $11,961-89.2% | $10,693-87.9% | $14,365-91.0% |