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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 | $96,052-89.4% | $118,106-91.4% | $87,485-88.4% |
| Participation rate | 81.5% | 77.0%+4.5pp | 81.9%-0.4pp | 68.9%+12.5pp |
| Annual return | 23.13% | 24.16%-1.0pp | 19.44%+3.7pp | 26.06%-2.9pp |
| Employer contribution / active EE | $0 | $3,939-100.0% | $4,698-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,040 | $5,793-47.5% | $6,619-54.1% | $4,274-28.9% |
| Admin fee / account holder | $375 | $7,618-95.1% | $8,973-95.8% | $7,775-95.2% |