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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 | $12,928 | $71,353-81.9% | $92,805-86.1% | $86,983-85.1% |
| Participation rate | 80.9% | 80.9%0pp | 83.5%-2.7pp | 69.5%+11.3pp |
| Annual return | 45.55% | 44.68%+0.9pp | 31.59%+14.0pp | 25.83%+19.7pp |
| Employer contribution / active EE | $0 | $2,468-100.0% | $3,424-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $6,520 | $6,966-6.4% | $8,448-22.8% | $4,194+55.5% |
| Admin fee / account holder | $388 | $6,099-93.6% | $10,911-96.4% | $7,856-95.1% |