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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 | $16,655 | $108,825-84.7% | $156,181-89.3% | $82,448-79.8% |
| Participation rate | 97.0% | 72.4%+24.6pp | 78.8%+18.1pp | 68.1%+28.9pp |
| Annual return | 28.82% | 20.59%+8.2pp | 64.87%-36.1pp | 41.64%-12.8pp |
| Employer contribution / active EE | $0 | $2,870-100.0% | $4,294-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $7,185 | $4,577+57.0% | $6,132+17.2% | $4,139+73.6% |
| Admin fee / account holder | $727 | $9,341-92.2% | $14,586-95.0% | $7,234-89.9% |