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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 | $15,339 | $106,749-85.6% | $145,433-89.5% | $82,448-81.4% |
| Participation rate | 89.7% | 75.6%+14.0pp | 82.1%+7.5pp | 68.1%+21.6pp |
| Annual return | 27.46% | 27.59%-0.1pp | 66.58%-39.1pp | 41.64%-14.2pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $8,351 | $6,519+28.1% | $7,897+5.7% | $4,139+101.8% |
| Admin fee / account holder | $699 | $8,390-91.7% | $13,129-94.7% | $7,234-90.3% |