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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 | $11,094 | $90,484-87.7% | $78,675-85.9% | $273,970-96.0% |
| Participation rate | 80.0% | 76.5%+3.5pp | 73.6%+6.4pp | 83.0%-3.0pp |
| Annual return | 3.78% | 75.62%-71.8pp | 62.19%-58.4pp | 41.46%-37.7pp |
| Employer contribution / active EE | $0 | $3,175-100.0% | $2,850-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,716 | $3,901-56.0% | $3,517-51.2% | $5,287-67.5% |
| Admin fee / account holder | $1,214 | $5,263-76.9% | $4,510-73.1% | $10,132-88.0% |