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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 | $16,850 | $127,790-86.8% | $106,555-84.2% | $167,536-89.9% |
| Participation rate | 83.3% | 78.3%+5.1pp | 76.1%+7.2pp | 82.1%+1.2pp |
| Annual return | 10.30% | 33.88%-23.6pp | 26.80%-16.5pp | 478.82%-468.5pp |
| Employer contribution / active EE | $0 | $3,428-100.0% | $2,819-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $2,409 | $5,088-52.7% | $4,399-45.2% | $6,342-62.0% |
| Admin fee / account holder | $7,939 | $11,229-29.3% | $7,408+7.2% | $12,315-35.5% |