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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 | $14,768 | $185,312-92.0% | $161,489-90.9% | $154,746-90.5% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 12.76% | 103.84%-91.1pp | 89.72%-77.0pp | 172.34%-159.6pp |
| Employer contribution / active EE | $0 | $4,769-100.0% | $4,268-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $11,104 | $6,350+74.9% | $5,630+97.2% | $6,730+65.0% |
| Admin fee / account holder | $14,269 | $18,654-23.5% | $16,006-10.8% | $14,365-0.7% |