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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 | $33,520 | $251,004-86.6% | $191,597-82.5% | $138,895-75.9% |
| Participation rate | 100.0% | 82.4%+17.6pp | 76.9%+23.1pp | 79.9%+20.1pp |
| Annual return | 20.35% | 31.05%-10.7pp | 27.07%-6.7pp | 145.39%-125.0pp |
| Employer contribution / active EE | $0 | $6,226-100.0% | $5,025-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $12,344 | $8,154+51.4% | $6,850+80.2% | $6,396+93.0% |
| Admin fee / account holder | $4,075 | $31,471-87.1% | $22,799-82.1% | $12,562-67.6% |