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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 | $19,536 | $139,948-86.0% | $121,663-83.9% | $154,746-87.4% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.5%+25.5pp | 80.7%+19.3pp |
| Annual return | 20.24% | 230.52%-210.3pp | 147.54%-127.3pp | 172.34%-152.1pp |
| Employer contribution / active EE | $0 | $3,521-100.0% | $3,020-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $9,848 | $5,629+75.0% | $4,887+101.5% | $6,730+46.3% |
| Admin fee / account holder | $1,818 | $17,321-89.5% | $14,289-87.3% | $14,365-87.3% |