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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 | $99,875-84.1% | $146,866-89.2% | $86,983-81.8% |
| Participation rate | 96.0% | 75.8%+20.2pp | 82.5%+13.5pp | 69.5%+26.5pp |
| Annual return | 38.86% | 28.10%+10.8pp | 102.85%-64.0pp | 25.83%+13.0pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $4,425-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $11,039 | $6,322+74.6% | $7,759+42.3% | $4,194+163.2% |
| Admin fee / account holder | $568 | $7,838-92.7% | $13,620-95.8% | $7,856-92.8% |