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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 | $10,778 | $124,425-91.3% | $112,040-90.4% | $137,256-92.1% |
| Participation rate | 85.7% | 79.3%+6.4pp | 76.5%+9.2pp | 80.0%+5.8pp |
| Annual return | 30.65% | 24.72%+5.9pp | 24.52%+6.1pp | 220.34%-189.7pp |
| Employer contribution / active EE | $0 | $3,411-100.0% | $2,954-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $8,014 | $5,718+40.1% | $5,098+57.2% | $6,407+25.1% |
| Admin fee / account holder | $1,439 | $15,207-90.5% | $12,098-88.1% | $12,270-88.3% |