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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 | $17,958 | $93,598-80.8% | $135,974-86.8% | $75,173-76.1% |
| Participation rate | 94.3% | 75.2%+19.1pp | 81.9%+12.4pp | 67.2%+27.1pp |
| Annual return | 37.88% | 30.89%+7.0pp | 68.30%-30.4pp | 160.72%-122.8pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $8,519 | $6,405+33.0% | $7,760+9.8% | $4,126+106.5% |
| Admin fee / account holder | $1,632 | $6,978-76.6% | $10,767-84.8% | $5,651-71.1% |