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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 | $143,969-73.6% | $199,883-81.0% | $82,637-54.1% |
| Participation rate | 89.2% | 84.1%+5.0pp | 86.8%+2.4pp | 68.1%+21.1pp |
| Annual return | 62.15% | 25.67%+36.5pp | 43.81%+18.3pp | 53.51%+8.6pp |
| Employer contribution / active EE | $26 | $4,632-99.4% | $6,261-99.6% | $2,552-99.0% |
| Participant deferral / active EE | $9,378 | $6,937+35.2% | $9,138+2.6% | $4,126+127.3% |
| Admin fee / account holder | $8,002 | $14,597-45.2% | $17,268-53.7% | $7,339+9.0% |