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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 | $9,817 | $63,365-84.5% | $91,994-89.3% | $72,976-86.5% |
| Participation rate | 97.9% | 72.5%+25.4pp | 78.6%+19.2pp | 69.5%+28.4pp |
| Annual return | 172.96% | 35.35%+137.6pp | 69.04%+103.9pp | 81.02%+91.9pp |
| Employer contribution / active EE | $0 | $2,116-100.0% | $3,453-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $5,683 | $4,883+16.4% | $5,924-4.1% | $3,608+57.5% |
| Admin fee / account holder | $597 | $4,670-87.2% | $7,744-92.3% | $5,124-88.3% |