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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 | $9,195 | $100,194-90.8% | $122,979-92.5% | $86,983-89.4% |
| Participation rate | 78.5% | 73.0%+5.5pp | 77.2%+1.3pp | 69.5%+8.9pp |
| Annual return | 42.29% | 16.47%+25.8pp | 20.12%+22.2pp | 25.83%+16.5pp |
| Employer contribution / active EE | $0 | $2,326-100.0% | $3,062-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $6,927 | $4,133+67.6% | $5,003+38.5% | $4,194+65.2% |
| Admin fee / account holder | $3,092 | $10,148-69.5% | $12,864-76.0% | $7,856-60.6% |