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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 | $37,925 | $107,741-64.8% | $96,576-60.7% | $79,634-52.4% |
| Participation rate | 85.1% | 79.1%+6.0pp | 81.4%+3.7pp | 62.5%+22.6pp |
| Annual return | 58.48% | 19.24%+39.2pp | 38.47%+20.0pp | 36.46%+22.0pp |
| Employer contribution / active EE | $0 | $2,991-100.0% | $3,553-100.0% | $2,529-100.0% |
| Participant deferral / active EE | $10,369 | $7,899+31.3% | $7,956+30.3% | $3,835+170.4% |
| Admin fee / account holder | $4,015 | $1,150+249.2% | $11,381-64.7% | $1,002+300.7% |