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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 | $16,489 | $77,460-78.7% | $100,378-83.6% | $80,925-79.6% |
| Participation rate | 89.7% | 76.9%+12.7pp | 81.5%+8.1pp | 67.7%+22.0pp |
| Annual return | 53.85% | 37.24%+16.6pp | 49.41%+4.4pp | 35.65%+18.2pp |
| Employer contribution / active EE | $0 | $2,801-100.0% | $3,942-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $9,098 | $6,818+33.4% | $8,087+12.5% | $4,299+111.6% |
| Admin fee / account holder | $4,327 | $5,887-26.5% | $7,899-45.2% | $6,940-37.7% |