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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 | $9,558 | $123,155-92.2% | $108,753-91.2% | $155,188-93.8% |
| Participation rate | 91.7% | 75.6%+16.0pp | 71.1%+20.6pp | 80.8%+10.9pp |
| Annual return | 17.15% | 44.73%-27.6pp | 37.47%-20.3pp | 148.84%-131.7pp |
| Employer contribution / active EE | $0 | $2,811-100.0% | $2,427-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $3,602 | $4,623-22.1% | $4,115-12.5% | $6,531-44.9% |
| Admin fee / account holder | $1,631 | $12,126-86.5% | $10,320-84.2% | $14,480-88.7% |