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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 | $15,643 | $63,355-75.3% | $91,994-83.0% | $72,983-78.6% |
| Participation rate | 86.8% | 72.5%+14.3pp | 78.6%+8.2pp | 69.5%+17.4pp |
| Annual return | 43.73% | 35.35%+8.4pp | 69.03%-25.3pp | 81.01%-37.3pp |
| Employer contribution / active EE | $0 | $2,116-100.0% | $3,452-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $7,374 | $4,883+51.0% | $5,923+24.5% | $3,608+104.4% |
| Admin fee / account holder | $1,586 | $4,668-66.0% | $7,743-79.5% | $5,124-69.0% |