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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 | $97,550-89.4% | $120,344-91.4% | $87,485-88.2% |
| Participation rate | 96.0% | 72.8%+23.2pp | 76.7%+19.3pp | 68.9%+27.1pp |
| Annual return | 30.54% | 18.41%+12.1pp | 20.30%+10.2pp | 26.06%+4.5pp |
| Employer contribution / active EE | $0 | $2,291-100.0% | $3,020-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $7,196 | $4,230+70.1% | $5,135+40.1% | $4,274+68.4% |
| Admin fee / account holder | $629 | $9,543-93.4% | $12,742-95.1% | $7,775-91.9% |