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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 | $17,488 | $63,365-72.4% | $91,994-81.0% | $72,975-76.0% |
| Participation rate | 84.5% | 72.5%+12.0pp | 78.6%+5.9pp | 69.5%+15.0pp |
| Annual return | 47.15% | 35.35%+11.8pp | 69.04%-21.9pp | 81.01%-33.9pp |
| Employer contribution / active EE | $0 | $2,116-100.0% | $3,453-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $9,398 | $4,883+92.4% | $5,924+58.6% | $3,608+160.5% |
| Admin fee / account holder | $419 | $4,670-91.0% | $7,744-94.6% | $5,124-91.8% |