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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 | $14,893 | $108,825-86.3% | $156,181-90.5% | $82,448-81.9% |
| Participation rate | 83.3% | 72.4%+11.0pp | 78.8%+4.5pp | 68.1%+15.3pp |
| Annual return | 50.55% | 20.59%+30.0pp | 64.87%-14.3pp | 41.64%+8.9pp |
| Employer contribution / active EE | $0 | $2,870-100.0% | $4,294-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,780 | $4,577-17.4% | $6,132-38.4% | $4,139-8.7% |
| Admin fee / account holder | $612 | $9,341-93.4% | $14,586-95.8% | $7,234-91.5% |