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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 | $10,904 | $181,896-94.0% | $156,551-93.0% | $273,972-96.0% |
| Participation rate | 83.3% | 88.4%-5.1pp | 84.0%-0.7pp | 83.0%+0.3pp |
| Annual return | 11.27% | 30.74%-19.5pp | 32.23%-21.0pp | 41.46%-30.2pp |
| Employer contribution / active EE | $0 | $6,248-100.0% | $5,501-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,342 | $5,550-57.8% | $4,871-51.9% | $5,287-55.7% |
| Admin fee / account holder | $78,864 | $15,560+406.8% | $13,028+505.3% | $10,133+678.3% |