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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 | $17,995 | $93,346-80.7% | $71,796-74.9% | $273,972-93.4% |
| Participation rate | 90.9% | 76.5%+14.4pp | 69.1%+21.8pp | 83.0%+7.9pp |
| Annual return | 5.79% | 130.39%-124.6pp | 78.04%-72.3pp | 41.46%-35.7pp |
| Employer contribution / active EE | $0 | $2,733-100.0% | $1,924-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $3,250 | $3,475-6.5% | $2,794+16.3% | $5,287-38.5% |
| Admin fee / account holder | $1,606 | $6,571-75.6% | $4,815-66.7% | $10,133-84.2% |