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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 | $9,890 | $112,729-91.2% | $98,716-90.0% | $137,256-92.8% |
| Participation rate | 91.3% | 74.2%+17.1pp | 69.3%+22.0pp | 80.0%+11.3pp |
| Annual return | 17.49% | 38.48%-21.0pp | 31.81%-14.3pp | 220.34%-202.9pp |
| Employer contribution / active EE | $0 | $2,725-100.0% | $2,279-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,455 | $4,640-25.6% | $4,048-14.7% | $6,407-46.1% |
| Admin fee / account holder | $2,480 | $10,129-75.5% | $8,703-71.5% | $12,270-79.8% |