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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 | $9,768 | $100,970-90.3% | $96,576-89.9% | $137,256-92.9% |
| Participation rate | 90.9% | 82.6%+8.3pp | 81.4%+9.5pp | 80.0%+10.9pp |
| Annual return | 16.60% | 38.16%-21.6pp | 38.47%-21.9pp | 220.34%-203.7pp |
| Employer contribution / active EE | $0 | $3,809-100.0% | $3,553-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $5,212 | $8,286-37.1% | $7,956-34.5% | $6,407-18.6% |
| Admin fee / account holder | $3,494 | $11,312-69.1% | $11,381-69.3% | $12,270-71.5% |