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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 | $14,229 | $95,453-85.1% | $112,040-87.3% | $82,448-82.7% |
| Participation rate | 92.9% | 72.8%+20.1pp | 76.5%+16.4pp | 68.1%+24.8pp |
| Annual return | 41.35% | 23.92%+17.4pp | 24.52%+16.8pp | 41.64%-0.3pp |
| Employer contribution / active EE | $0 | $2,318-100.0% | $2,954-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $7,566 | $4,224+79.1% | $5,098+48.4% | $4,139+82.8% |
| Admin fee / account holder | $858 | $9,013-90.5% | $12,098-92.9% | $7,234-88.1% |