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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 | $17,383 | $77,492-77.6% | $100,398-82.7% | $80,911-78.5% |
| Participation rate | 85.4% | 76.9%+8.4pp | 81.5%+3.9pp | 67.6%+17.7pp |
| Annual return | 49.34% | 37.23%+12.1pp | 49.32%0pp | 35.63%+13.7pp |
| Employer contribution / active EE | $0 | $2,800-100.0% | $3,946-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $9,133 | $6,817+34.0% | $8,084+13.0% | $4,297+112.5% |
| Admin fee / account holder | $2,992 | $5,892-49.2% | $7,893-62.1% | $6,935-56.9% |