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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 | $9,616 | $106,749-91.0% | $145,433-93.4% | $82,448-88.3% |
| Participation rate | 94.9% | 75.6%+19.2pp | 82.1%+12.8pp | 68.1%+26.8pp |
| Annual return | 34.80% | 27.59%+7.2pp | 66.58%-31.8pp | 41.64%-6.8pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $6,053 | $6,519-7.1% | $7,897-23.4% | $4,139+46.2% |
| Admin fee / account holder | $871 | $8,390-89.6% | $13,129-93.4% | $7,234-88.0% |