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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 | $10,086 | $63,365-84.1% | $91,994-89.0% | $72,975-86.2% |
| Participation rate | 86.1% | 72.5%+13.6pp | 78.6%+7.5pp | 69.5%+16.6pp |
| Annual return | 89.24% | 35.35%+53.9pp | 69.04%+20.2pp | 81.01%+8.2pp |
| Employer contribution / active EE | $0 | $2,116-100.0% | $3,453-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $5,358 | $4,883+9.7% | $5,924-9.6% | $3,608+48.5% |
| Admin fee / account holder | $372 | $4,670-92.0% | $7,744-95.2% | $5,124-92.7% |