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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 | $9,582 | $113,338-91.5% | $94,993-89.9% | $147,586-93.5% |
| Participation rate | 80.0% | 78.0%+2.0pp | 73.9%+6.1pp | 82.8%-2.8pp |
| Annual return | 18.24% | 20.80%-2.6pp | 27.14%-8.9pp | 578.59%-560.3pp |
| Employer contribution / active EE | $0 | $3,160-100.0% | $2,603-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,644 | $3,777-56.5% | $3,317-50.4% | $5,439-69.8% |
| Admin fee / account holder | $3,124 | $6,063-48.5% | $4,960-37.0% | $10,886-71.3% |