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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 | $10,357 | $100,194-89.7% | $122,979-91.6% | $86,983-88.1% |
| Participation rate | 96.0% | 73.0%+23.0pp | 77.2%+18.8pp | 69.5%+26.5pp |
| Annual return | 30.54% | 16.47%+14.1pp | 20.12%+10.4pp | 25.83%+4.7pp |
| Employer contribution / active EE | $0 | $2,326-100.0% | $3,062-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $7,196 | $4,133+74.1% | $5,003+43.8% | $4,194+71.6% |
| Admin fee / account holder | $629 | $10,148-93.8% | $12,864-95.1% | $7,856-92.0% |