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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 | $96,598 | $223,929-56.9% | $154,472-37.5% | $223,929-56.9% |
| Participation rate | 100.0% | 92.9%+7.1pp | 99.5%+0.5pp | 92.9%+7.1pp |
| Annual return | 17.54% | 7.04%+10.5pp | 13.75%+3.8pp | 7.04%+10.5pp |
| Employer contribution / active EE | $0 | $11,707-100.0% | $4,536-100.0% | $11,707-100.0% |
| Participant deferral / active EE | $13,954 | $8,889+57.0% | $8,461+64.9% | $8,889+57.0% |
| Admin fee / account holder | $3,900 | $71,143-94.5% | $1,396+179.3% | $71,143-94.5% |