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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 | $9,218 | $147,556-93.8% | $129,031-92.9% | $198,609-95.4% |
| Participation rate | 80.0% | 77.2%+2.8pp | 73.4%+6.6pp | 82.4%-2.4pp |
| Annual return | 21.05% | 37.41%-16.4pp | 34.67%-13.6pp | 202.70%-181.6pp |
| Employer contribution / active EE | $0 | $3,645-100.0% | $3,226-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $2,555 | $5,760-55.6% | $5,217-51.0% | $6,977-63.4% |
| Admin fee / account holder | $510 | $15,467-96.7% | $13,208-96.1% | $19,030-97.3% |