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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 | $95,453-90.4% | $112,040-91.8% | $82,448-88.8% |
| Participation rate | 78.5% | 72.8%+5.7pp | 76.5%+2.0pp | 68.1%+10.4pp |
| Annual return | 42.29% | 23.92%+18.4pp | 24.52%+17.8pp | 41.64%+0.6pp |
| Employer contribution / active EE | $0 | $2,318-100.0% | $2,954-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $6,927 | $4,224+64.0% | $5,098+35.9% | $4,139+67.3% |
| Admin fee / account holder | $3,092 | $9,013-65.7% | $12,098-74.4% | $7,234-57.3% |