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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 | $13,111 | $78,520-83.3% | $96,576-86.4% | $82,448-84.1% |
| Participation rate | 92.5% | 77.7%+14.7pp | 81.4%+11.0pp | 68.1%+24.4pp |
| Annual return | 139.78% | 41.30%+98.5pp | 38.47%+101.3pp | 41.64%+98.1pp |
| Employer contribution / active EE | $0 | $2,630-100.0% | $3,553-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $8,626 | $6,754+27.7% | $7,956+8.4% | $4,139+108.4% |
| Admin fee / account holder | $555 | $13,455-95.9% | $11,381-95.1% | $7,234-92.3% |