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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 | $15,546 | $67,602-77.0% | $82,312-81.1% | $70,126-77.8% |
| Participation rate | 77.8% | 72.8%+5.0pp | 76.9%+0.9pp | 69.5%+8.2pp |
| Annual return | 43.66% | 21.57%+22.1pp | 25.88%+17.8pp | 73.15%-29.5pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,389 | $2,987-53.5% | $3,706-62.5% | $3,332-58.3% |
| Admin fee / account holder | $364 | $4,512-91.9% | $5,608-93.5% | $4,645-92.2% |