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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 | $11,679 | $90,486-87.1% | $78,676-85.2% | $273,972-95.7% |
| Participation rate | 80.0% | 76.5%+3.5pp | 73.6%+6.4pp | 83.0%-3.0pp |
| Annual return | 15.03% | 75.62%-60.6pp | 62.19%-47.2pp | 41.46%-26.4pp |
| Employer contribution / active EE | $0 | $3,175-100.0% | $2,850-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,818 | $3,901-53.4% | $3,517-48.3% | $5,287-65.6% |
| Admin fee / account holder | $985 | $5,263-81.3% | $4,510-78.2% | $10,133-90.3% |