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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 | $9,508 | $77,920-87.8% | $149,723-93.6% | $75,177-87.4% |
| Participation rate | 91.5% | 65.6%+26.0pp | 78.8%+12.8pp | 67.2%+24.3pp |
| Annual return | 34.69% | 31.72%+3.0pp | 134.50%-99.8pp | 160.75%-126.1pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $4,821-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $4,185 | $3,411+22.7% | $5,682-26.4% | $4,126+1.4% |
| Admin fee / account holder | $661 | $5,951-88.9% | $13,215-95.0% | $5,651-88.3% |