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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 | $14,152 | $106,864-86.8% | $147,318-90.4% | $82,637-82.9% |
| Participation rate | 83.6% | 75.5%+8.1pp | 82.1%+1.5pp | 68.1%+15.5pp |
| Annual return | 39.39% | 27.49%+11.9pp | 70.43%-31.0pp | 53.51%-14.1pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,593-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $7,650 | $6,496+17.8% | $7,906-3.2% | $4,126+85.4% |
| Admin fee / account holder | $1,870 | $8,415-77.8% | $13,708-86.4% | $7,339-74.5% |