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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 | $13,776 | $126,661-89.1% | $113,397-87.9% | $138,895-90.1% |
| Participation rate | 94.1% | 79.4%+14.7pp | 76.5%+17.6pp | 79.9%+14.2pp |
| Annual return | 15.66% | 25.05%-9.4pp | 23.20%-7.5pp | 145.39%-129.7pp |
| Employer contribution / active EE | $0 | $3,456-100.0% | $2,977-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $5,168 | $5,693-9.2% | $5,076+1.8% | $6,396-19.2% |
| Admin fee / account holder | $1,087 | $14,549-92.5% | $11,957-90.9% | $12,562-91.3% |