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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 | $15,836 | $106,864-85.2% | $147,318-89.3% | $82,637-80.8% |
| Participation rate | 96.0% | 75.5%+20.5pp | 82.1%+13.9pp | 68.1%+27.9pp |
| Annual return | 38.86% | 27.49%+11.4pp | 70.43%-31.6pp | 53.51%-14.6pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,593-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $11,039 | $6,496+69.9% | $7,906+39.6% | $4,126+167.5% |
| Admin fee / account holder | $568 | $8,415-93.2% | $13,708-95.9% | $7,339-92.3% |