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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 | $17,187 | $78,197-78.0% | $98,090-82.5% | $82,637-79.2% |
| Participation rate | 84.6% | 77.5%+7.1pp | 81.5%+3.1pp | 68.1%+16.6pp |
| Annual return | 32.97% | 40.25%-7.3pp | 37.05%-4.1pp | 53.51%-20.5pp |
| Employer contribution / active EE | $0 | $2,605-100.0% | $3,606-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $9,381 | $6,636+41.4% | $7,845+19.6% | $4,126+127.4% |
| Admin fee / account holder | $628 | $14,832-95.8% | $11,815-94.7% | $7,339-91.4% |