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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 | $9,229 | $104,098-91.1% | $140,514-93.4% | $94,015-90.2% |
| Participation rate | 76.7% | 73.7%+3.0pp | 77.8%-1.1pp | 70.8%+5.9pp |
| Annual return | 61.54% | 15.14%+46.4pp | 14.36%+47.2pp | 17.84%+43.7pp |
| Employer contribution / active EE | $0 | $2,388-100.0% | $3,378-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $2,988 | $4,033-25.9% | $4,919-39.2% | $4,249-29.7% |
| Admin fee / account holder | $544 | $10,439-94.8% | $13,697-96.0% | $8,951-93.9% |