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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 | $95,404-85.1% | $113,397-87.5% | $82,637-82.8% |
| Participation rate | 92.9% | 72.8%+20.0pp | 76.5%+16.4pp | 68.1%+24.8pp |
| Annual return | 41.35% | 19.08%+22.3pp | 23.20%+18.1pp | 53.51%-12.2pp |
| Employer contribution / active EE | $0 | $2,307-100.0% | $2,977-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $7,566 | $4,220+79.3% | $5,076+49.0% | $4,126+83.4% |
| Admin fee / account holder | $858 | $9,168-90.6% | $11,957-92.8% | $7,339-88.3% |