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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 | $7,766 | $94,031-91.7% | $115,768-93.3% | $82,448-90.6% |
| Participation rate | 87.1% | 70.4%+16.7pp | 74.4%+12.7pp | 68.1%+19.0pp |
| Annual return | 45.74% | 20.61%+25.1pp | 100.46%-54.7pp | 41.64%+4.1pp |
| Employer contribution / active EE | $0 | $2,323-100.0% | $2,940-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $4,185 | $3,972+5.4% | $4,917-14.9% | $4,139+1.1% |
| Admin fee / account holder | $357 | $10,249-96.5% | $12,439-97.1% | $7,234-95.1% |