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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 | $78,520-79.1% | $96,576-83.0% | $82,448-80.1% |
| Participation rate | 89.7% | 77.7%+11.9pp | 81.4%+8.2pp | 68.1%+21.6pp |
| Annual return | 59.22% | 41.30%+17.9pp | 38.47%+20.7pp | 41.64%+17.6pp |
| Employer contribution / active EE | $0 | $2,630-100.0% | $3,553-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $8,390 | $6,754+24.2% | $7,956+5.5% | $4,139+102.7% |
| Admin fee / account holder | $732 | $13,455-94.6% | $11,381-93.6% | $7,234-89.9% |