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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 | $14,937 | $106,749-86.0% | $145,433-89.7% | $82,448-81.9% |
| Participation rate | 90.3% | 75.6%+14.7pp | 82.1%+8.2pp | 68.1%+22.3pp |
| Annual return | 84.77% | 27.59%+57.2pp | 66.58%+18.2pp | 41.64%+43.1pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,265 | $6,519-49.9% | $7,897-58.7% | $4,139-21.1% |
| Admin fee / account holder | $363 | $8,390-95.7% | $13,129-97.2% | $7,234-95.0% |