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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 | $8,888 | $185,312-95.2% | $161,489-94.5% | $154,746-94.3% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 15.04% | 103.84%-88.8pp | 89.72%-74.7pp | 172.34%-157.3pp |
| Employer contribution / active EE | $0 | $4,769-100.0% | $4,268-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,565 | $6,350-59.6% | $5,630-54.4% | $6,730-61.9% |
| Admin fee / account holder | $2,358 | $18,654-87.4% | $16,006-85.3% | $14,365-83.6% |