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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 | $91,053 | $475,392-80.8% | $400,691-77.3% | $382,429-76.2% |
| Participation rate | 83.3% | 69.4%+13.9pp | 75.9%+7.5pp | 87.7%-4.4pp |
| Annual return | 16.10% | -2.36%+18.5pp | -1.11%+17.2pp | 248.85%-232.8pp |
| Employer contribution / active EE | $407 | $9,986-95.9% | $8,652-95.3% | $8,036-94.9% |
| Participant deferral / active EE | $0 | $4,821-100.0% | $5,247-100.0% | $5,727-100.0% |
| Admin fee / account holder | $1,710 | $14,567-88.3% | $12,841-86.7% | $30,732-94.4% |