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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 | $16,723 | $94,436-82.3% | $115,599-85.5% | $82,637-79.8% |
| Participation rate | 93.5% | 70.4%+23.1pp | 74.3%+19.2pp | 68.1%+25.4pp |
| Annual return | 33.70% | 18.37%+15.3pp | 111.10%-77.4pp | 53.51%-19.8pp |
| Employer contribution / active EE | $0 | $2,324-100.0% | $2,955-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $9,707 | $3,955+145.4% | $4,889+98.5% | $4,126+135.3% |
| Admin fee / account holder | $496 | $10,328-95.2% | $12,841-96.1% | $7,339-93.2% |