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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 | $15,944 | $212,386-92.5% | $199,883-92.0% | $138,895-88.5% |
| Participation rate | 87.5% | 87.4%+0.1pp | 86.8%+0.7pp | 79.9%+7.6pp |
| Annual return | 30.14% | 47.75%-17.6pp | 43.81%-13.7pp | 145.39%-115.3pp |
| Employer contribution / active EE | $0 | $6,625-100.0% | $6,261-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $7,728 | $9,617-19.6% | $9,138-15.4% | $6,396+20.8% |
| Admin fee / account holder | $2,009 | $18,233-89.0% | $17,268-88.4% | $12,562-84.0% |