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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 | $25,647 | $107,421-76.1% | $182,262-85.9% | $94,015-72.7% |
| Participation rate | 90.7% | 77.8%+12.9pp | 84.2%+6.5pp | 70.8%+19.9pp |
| Annual return | 34.00% | 21.32%+12.7pp | 140.60%-106.6pp | 17.84%+16.2pp |
| Employer contribution / active EE | $0 | $3,448-100.0% | $5,046-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $6,879 | $6,558+4.9% | $8,276-16.9% | $4,249+61.9% |
| Admin fee / account holder | $691 | $8,692-92.1% | $16,712-95.9% | $8,951-92.3% |