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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 | $15,925 | $106,864-85.1% | $147,318-89.2% | $82,637-80.7% |
| Participation rate | 84.8% | 75.5%+9.3pp | 82.1%+2.7pp | 68.1%+16.7pp |
| Annual return | 35.68% | 27.49%+8.2pp | 70.43%-34.8pp | 53.51%-17.8pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,593-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $8,893 | $6,496+36.9% | $7,906+12.5% | $4,126+115.5% |
| Admin fee / account holder | $616 | $8,415-92.7% | $13,708-95.5% | $7,339-91.6% |