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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 | $10,962 | $72,607-84.9% | $90,259-87.9% | $87,485-87.5% |
| Participation rate | 97.9% | 64.8%+33.1pp | 70.7%+27.1pp | 68.9%+28.9pp |
| Annual return | 42.92% | 18.59%+24.3pp | 18.88%+24.0pp | 26.06%+16.9pp |
| Employer contribution / active EE | $0 | $1,919-100.0% | $2,291-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $6,494 | $3,055+112.6% | $3,827+69.7% | $4,274+52.0% |
| Admin fee / account holder | $361 | $5,947-93.9% | $7,267-95.0% | $7,775-95.4% |