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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 | $9,397 | $124,980-92.5% | $108,359-91.3% | $154,746-93.9% |
| Participation rate | 83.3% | 75.2%+8.2pp | 70.1%+13.2pp | 80.7%+2.6pp |
| Annual return | 20.09% | 45.00%-24.9pp | 36.89%-16.8pp | 172.34%-152.3pp |
| Employer contribution / active EE | $0 | $2,851-100.0% | $2,399-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,724 | $4,743-63.6% | $4,137-58.3% | $6,730-74.4% |
| Admin fee / account holder | $1,015 | $11,502-91.2% | $9,741-89.6% | $14,365-92.9% |