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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 | $16,377 | $212,386-92.3% | $199,883-91.8% | $138,895-88.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 14.88% | 47.75%-32.9pp | 43.81%-28.9pp | 145.39%-130.5pp |
| Employer contribution / active EE | $0 | $6,625-100.0% | $6,261-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $3,632 | $9,617-62.2% | $9,138-60.3% | $6,396-43.2% |
| Admin fee / account holder | $10,276 | $18,233-43.6% | $17,268-40.5% | $12,562-18.2% |