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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 | $14,639 | $63,355-76.9% | $91,994-84.1% | $72,983-79.9% |
| Participation rate | 97.7% | 72.5%+25.2pp | 78.6%+19.0pp | 69.5%+28.2pp |
| Annual return | 82.22% | 35.35%+46.9pp | 69.03%+13.2pp | 81.01%+1.2pp |
| Employer contribution / active EE | $0 | $2,116-100.0% | $3,452-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $9,566 | $4,883+95.9% | $5,923+61.5% | $3,608+165.2% |
| Admin fee / account holder | $456 | $4,668-90.2% | $7,743-94.1% | $5,124-91.1% |