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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 | $75,720-85.5% | $90,312-87.9% | $86,983-87.4% |
| Participation rate | 97.9% | 66.3%+31.6pp | 72.9%+25.0pp | 69.5%+28.3pp |
| Annual return | 42.92% | 18.55%+24.4pp | 18.90%+24.0pp | 25.83%+17.1pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,243-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $6,494 | $3,001+116.4% | $3,749+73.2% | $4,194+54.8% |
| Admin fee / account holder | $361 | $6,201-94.2% | $8,248-95.6% | $7,856-95.4% |