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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 | $9,045 | $80,855-88.8% | $153,416-94.1% | $86,983-89.6% |
| Participation rate | 89.6% | 64.1%+25.5pp | 74.3%+15.2pp | 69.5%+20.0pp |
| Annual return | 78.37% | 16.18%+62.2pp | 17.84%+60.5pp | 25.83%+52.5pp |
| Employer contribution / active EE | $0 | $2,308-100.0% | $3,764-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $1,786 | $3,333-46.4% | $4,723-62.2% | $4,194-57.4% |
| Admin fee / account holder | $481 | $6,908-93.0% | $13,095-96.3% | $7,856-93.9% |