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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 | $10,944 | $90,486-87.9% | $78,676-86.1% | $273,972-96.0% |
| Participation rate | 90.5% | 76.5%+14.0pp | 73.6%+16.9pp | 83.0%+7.5pp |
| Annual return | 7.44% | 75.62%-68.2pp | 62.19%-54.8pp | 41.46%-34.0pp |
| Employer contribution / active EE | $0 | $3,175-100.0% | $2,850-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $760 | $3,901-80.5% | $3,517-78.4% | $5,287-85.6% |
| Admin fee / account holder | $1,177 | $5,263-77.6% | $4,510-73.9% | $10,133-88.4% |