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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 | $15,027 | $106,864-85.9% | $147,318-89.8% | $82,637-81.8% |
| Participation rate | 85.7% | 75.5%+10.2pp | 82.1%+3.6pp | 68.1%+17.7pp |
| Annual return | 72.63% | 27.49%+45.1pp | 70.43%+2.2pp | 53.51%+19.1pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,593-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $7,338 | $6,496+13.0% | $7,906-7.2% | $4,126+77.8% |
| Admin fee / account holder | $693 | $8,415-91.8% | $13,708-94.9% | $7,339-90.6% |