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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 | $15,009 | $63,355-76.3% | $91,994-83.7% | $72,983-79.4% |
| Participation rate | 96.9% | 72.5%+24.4pp | 78.6%+18.2pp | 69.5%+27.4pp |
| Annual return | 181.18% | 35.35%+145.8pp | 69.03%+112.2pp | 81.01%+100.2pp |
| Employer contribution / active EE | $0 | $2,116-100.0% | $3,452-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $8,185 | $4,883+67.6% | $5,923+38.2% | $3,608+126.9% |
| Admin fee / account holder | $561 | $4,668-88.0% | $7,743-92.8% | $5,124-89.1% |