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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 | $17,500 | $142,354-87.7% | $125,529-86.1% | $155,188-88.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.7%+25.3pp | 80.8%+19.2pp |
| Annual return | 17.32% | 306.06%-288.7pp | 202.56%-185.2pp | 148.84%-131.5pp |
| Employer contribution / active EE | $0 | $3,501-100.0% | $3,058-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $3,616 | $5,491-34.2% | $4,813-24.9% | $6,531-44.6% |
| Admin fee / account holder | $1,681 | $19,392-91.3% | $16,298-89.7% | $14,480-88.4% |