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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 | $16,394 | $71,353-77.0% | $92,805-82.3% | $86,983-81.2% |
| Participation rate | 89.7% | 80.9%+8.8pp | 83.5%+6.1pp | 69.5%+20.1pp |
| Annual return | 59.22% | 44.68%+14.5pp | 31.59%+27.6pp | 25.83%+33.4pp |
| Employer contribution / active EE | $0 | $2,468-100.0% | $3,424-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $8,390 | $6,966+20.4% | $8,448-0.7% | $4,194+100.1% |
| Admin fee / account holder | $732 | $6,099-88.0% | $10,911-93.3% | $7,856-90.7% |