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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 | $10,569 | $89,370-88.2% | $141,197-92.5% | $72,976-85.5% |
| Participation rate | 82.1% | 75.1%+6.9pp | 82.5%-0.4pp | 69.5%+12.6pp |
| Annual return | 38.93% | 111.88%-72.9pp | 71.41%-32.5pp | 81.02%-42.1pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $6,768 | $5,419+24.9% | $6,710+0.9% | $3,608+87.6% |
| Admin fee / account holder | $999 | $5,957-83.2% | $10,265-90.3% | $5,124-80.5% |