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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 | $106,749-91.4% | $145,433-93.7% | $82,448-88.9% |
| Participation rate | 97.8% | 75.6%+22.2pp | 82.1%+15.7pp | 68.1%+29.8pp |
| Annual return | 19.14% | 27.59%-8.4pp | 66.58%-47.4pp | 41.64%-22.5pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,249 | $6,519-50.2% | $7,897-58.9% | $4,139-21.5% |
| Admin fee / account holder | $691 | $8,390-91.8% | $13,129-94.7% | $7,234-90.5% |