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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 | $240,714-59.9% | $189,801-49.1% | $240,714-59.9% |
| Participation rate | 100.0% | 91.7%+8.3pp | 99.4%+0.6pp | 91.7%+8.3pp |
| Annual return | 17.54% | 6.51%+11.0pp | 14.16%+3.4pp | 6.51%+11.0pp |
| Employer contribution / active EE | $0 | $13,526-100.0% | $5,416-100.0% | $13,526-100.0% |
| Participant deferral / active EE | $13,954 | $9,348+49.3% | $10,153+37.4% | $9,348+49.3% |
| Admin fee / account holder | $3,900 | $100,511-96.1% | $1,634+138.6% | $100,511-96.1% |