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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 | $17,321 | $78,197-77.8% | $98,090-82.3% | $82,637-79.0% |
| Participation rate | 95.7% | 77.5%+18.2pp | 81.5%+14.1pp | 68.1%+27.6pp |
| Annual return | 60.04% | 40.25%+19.8pp | 37.05%+23.0pp | 53.51%+6.5pp |
| Employer contribution / active EE | $0 | $2,605-100.0% | $3,606-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $11,212 | $6,636+69.0% | $7,845+42.9% | $4,126+171.7% |
| Admin fee / account holder | $452 | $14,832-97.0% | $11,815-96.2% | $7,339-93.8% |