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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 | $9,910 | $93,589-89.4% | $135,942-92.7% | $75,181-86.8% |
| Participation rate | 95.0% | 75.2%+19.8pp | 81.9%+13.1pp | 67.2%+27.8pp |
| Annual return | 24.71% | 30.90%-6.2pp | 68.28%-43.6pp | 160.69%-136.0pp |
| Employer contribution / active EE | $0 | $3,537-100.0% | $4,858-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $5,381 | $6,405-16.0% | $7,759-30.6% | $4,126+30.4% |
| Admin fee / account holder | $736 | $6,977-89.5% | $10,764-93.2% | $5,650-87.0% |