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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 | $9,291 | $112,729-91.8% | $98,716-90.6% | $137,256-93.2% |
| Participation rate | 85.7% | 74.2%+11.5pp | 69.3%+16.4pp | 80.0%+5.8pp |
| Annual return | 25.92% | 38.48%-12.6pp | 31.81%-5.9pp | 220.34%-194.4pp |
| Employer contribution / active EE | $0 | $2,725-100.0% | $2,279-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $6,516 | $4,640+40.4% | $4,048+61.0% | $6,407+1.7% |
| Admin fee / account holder | $1,541 | $10,129-84.8% | $8,703-82.3% | $12,270-87.4% |