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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 | $9,150 | $106,524-91.4% | $152,301-94.0% | $87,485-89.5% |
| Participation rate | 97.8% | 75.8%+22.1pp | 82.4%+15.4pp | 68.9%+28.9pp |
| Annual return | 19.14% | 26.89%-7.7pp | 80.50%-61.4pp | 26.06%-6.9pp |
| Employer contribution / active EE | $0 | $3,371-100.0% | $4,624-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,249 | $6,525-50.2% | $8,004-59.4% | $4,274-24.0% |
| Admin fee / account holder | $691 | $8,287-91.7% | $14,398-95.2% | $7,775-91.1% |