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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 | $10,148 | $90,674-88.8% | $96,707-89.5% | $82,448-87.7% |
| Participation rate | 81.5% | 75.9%+5.5pp | 80.4%+1.1pp | 68.1%+13.4pp |
| Annual return | 23.13% | 49.05%-25.9pp | 34.78%-11.6pp | 41.64%-18.5pp |
| Employer contribution / active EE | $0 | $3,975-100.0% | $4,191-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,040 | $5,696-46.6% | $5,997-49.3% | $4,139-26.6% |
| Admin fee / account holder | $375 | $7,568-95.0% | $7,503-95.0% | $7,234-94.8% |