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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 | $10,019 | $77,449-87.1% | $69,483-85.6% | $152,909-93.4% |
| Participation rate | 85.7% | 78.1%+7.6pp | 74.6%+11.1pp | 82.5%+3.3pp |
| Annual return | 21.66% | 39.09%-17.4pp | 28.99%-7.3pp | 345.46%-323.8pp |
| Employer contribution / active EE | $0 | $3,316-100.0% | $2,780-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,055 | $4,415-76.1% | $3,537-70.2% | $5,851-82.0% |
| Admin fee / account holder | $499 | $6,210-92.0% | $3,841-87.0% | $11,601-95.7% |