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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 | $37,953 | $142,972-73.5% | $214,702-82.3% | $86,983-56.4% |
| Participation rate | 89.2% | 84.9%+4.3pp | 87.5%+1.7pp | 69.5%+19.6pp |
| Annual return | 62.15% | 18.49%+43.7pp | 54.55%+7.6pp | 25.83%+36.3pp |
| Employer contribution / active EE | $26 | $4,635-99.4% | $6,461-99.6% | $2,584-99.0% |
| Participant deferral / active EE | $9,378 | $6,568+42.8% | $9,147+2.5% | $4,194+123.6% |
| Admin fee / account holder | $8,002 | $17,617-54.6% | $19,830-59.6% | $7,856+1.9% |