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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 | $10,638 | $72,492-85.3% | $87,104-87.8% | $72,975-85.4% |
| Participation rate | 87.8% | 72.8%+15.0pp | 76.9%+10.9pp | 69.5%+18.3pp |
| Annual return | 92.92% | 24.46%+68.5pp | 28.19%+64.7pp | 81.01%+11.9pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $5,411 | $3,270+65.5% | $4,048+33.7% | $3,608+50.0% |
| Admin fee / account holder | $509 | $5,055-89.9% | $7,491-93.2% | $5,124-90.1% |