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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 | $14,177 | $72,492-80.4% | $87,104-83.7% | $72,975-80.6% |
| Participation rate | 92.9% | 72.8%+20.0pp | 76.9%+16.0pp | 69.5%+23.4pp |
| Annual return | 48.08% | 24.46%+23.6pp | 28.19%+19.9pp | 81.01%-32.9pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $8,549 | $3,270+161.5% | $4,048+111.2% | $3,608+137.0% |
| Admin fee / account holder | $721 | $5,055-85.7% | $7,491-90.4% | $5,124-85.9% |