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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 | $8,338 | $95,404-91.3% | $113,397-92.6% | $82,637-89.9% |
| Participation rate | 90.5% | 72.8%+17.7pp | 76.5%+14.0pp | 68.1%+22.4pp |
| Annual return | 18.22% | 19.08%-0.9pp | 23.20%-5.0pp | 53.51%-35.3pp |
| Employer contribution / active EE | $0 | $2,307-100.0% | $2,977-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $3,413 | $4,220-19.1% | $5,076-32.8% | $4,126-17.3% |
| Admin fee / account holder | $1,659 | $9,168-81.9% | $11,957-86.1% | $7,339-77.4% |