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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 | $10,473 | $108,825-90.4% | $156,181-93.3% | $82,448-87.3% |
| Participation rate | 76.6% | 72.4%+4.2pp | 78.8%-2.2pp | 68.1%+8.5pp |
| Annual return | 34.13% | 20.59%+13.5pp | 64.87%-30.7pp | 41.64%-7.5pp |
| Employer contribution / active EE | $0 | $2,870-100.0% | $4,294-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $6,990 | $4,577+52.7% | $6,132+14.0% | $4,139+68.9% |
| Admin fee / account holder | $966 | $9,341-89.7% | $14,586-93.4% | $7,234-86.6% |