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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 | $17,138 | $185,141-90.7% | $153,416-88.8% | $155,188-89.0% |
| Participation rate | 100.0% | 79.9%+20.1pp | 74.3%+25.7pp | 80.8%+19.2pp |
| Annual return | 12.13% | 18.72%-6.6pp | 17.84%-5.7pp | 148.84%-136.7pp |
| Employer contribution / active EE | $0 | $4,489-100.0% | $3,764-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $6,783 | $5,477+23.8% | $4,723+43.6% | $6,531+3.8% |
| Admin fee / account holder | $336 | $16,005-97.9% | $13,095-97.4% | $14,480-97.7% |