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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 | $95,404-90.4% | $113,397-91.9% | $82,637-88.9% |
| Participation rate | 78.5% | 72.8%+5.6pp | 76.5%+2.0pp | 68.1%+10.4pp |
| Annual return | 42.29% | 19.08%+23.2pp | 23.20%+19.1pp | 53.51%-11.2pp |
| Employer contribution / active EE | $0 | $2,307-100.0% | $2,977-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $6,927 | $4,220+64.2% | $5,076+36.4% | $4,126+67.9% |
| Admin fee / account holder | $3,092 | $9,168-66.3% | $11,957-74.1% | $7,339-57.9% |