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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 | $17,115 | $95,453-82.1% | $112,040-84.7% | $82,448-79.2% |
| Participation rate | 85.7% | 72.8%+13.0pp | 76.5%+9.2pp | 68.1%+17.6pp |
| Annual return | 53.63% | 23.92%+29.7pp | 24.52%+29.1pp | 41.64%+12.0pp |
| Employer contribution / active EE | $0 | $2,318-100.0% | $2,954-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $7,191 | $4,224+70.2% | $5,098+41.1% | $4,139+73.7% |
| Admin fee / account holder | $7,284 | $9,013-19.2% | $12,098-39.8% | $7,234+0.7% |