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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 | $12,229 | $89,259-86.3% | $107,187-88.6% | $82,637-85.2% |
| Participation rate | 83.3% | 67.9%+15.4pp | 75.0%+8.3pp | 68.1%+15.3pp |
| Annual return | 22.47% | 21.02%+1.4pp | 204.55%-182.1pp | 53.51%-31.0pp |
| Employer contribution / active EE | $0 | $3,080-100.0% | $3,782-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $5,477 | $4,037+35.7% | $5,096+7.5% | $4,126+32.7% |
| Admin fee / account holder | $723 | $7,381-90.2% | $9,162-92.1% | $7,339-90.1% |