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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 | $315,200-89.4% | $238,191-85.9% | $155,188-78.4% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.1%+22.9pp | 80.8%+19.2pp |
| Annual return | 20.35% | 10.25%+10.1pp | 13.02%+7.3pp | 148.84%-128.5pp |
| Employer contribution / active EE | $0 | $6,383-100.0% | $5,082-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $12,344 | $8,044+53.5% | $6,726+83.5% | $6,531+89.0% |
| Admin fee / account holder | $4,075 | $48,031-91.5% | $34,582-88.2% | $14,480-71.9% |