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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 | $9,448 | $117,433-92.0% | $99,475-90.5% | $152,897-93.8% |
| Participation rate | 95.2% | 77.5%+17.7pp | 73.8%+21.4pp | 82.5%+12.8pp |
| Annual return | 32.36% | 31.87%+0.5pp | 30.72%+1.6pp | 345.43%-313.1pp |
| Employer contribution / active EE | $0 | $3,013-100.0% | $2,540-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $6,874 | $4,086+68.2% | $3,619+90.0% | $5,851+17.5% |
| Admin fee / account holder | $2,166 | $7,634-71.6% | $6,252-65.4% | $11,599-81.3% |