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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 | $71,353-75.7% | $92,805-81.3% | $86,983-80.1% |
| Participation rate | 95.7% | 80.9%+14.8pp | 83.5%+12.1pp | 69.5%+26.1pp |
| Annual return | 60.04% | 44.68%+15.4pp | 31.59%+28.5pp | 25.83%+34.2pp |
| Employer contribution / active EE | $0 | $2,468-100.0% | $3,424-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $11,212 | $6,966+61.0% | $8,448+32.7% | $4,194+167.3% |
| Admin fee / account holder | $452 | $6,099-92.6% | $10,911-95.9% | $7,856-94.2% |