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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 | $10,952 | $107,733-89.8% | $92,985-88.2% | $154,746-92.9% |
| Participation rate | 81.8% | 74.6%+7.3pp | 69.5%+12.3pp | 80.7%+1.1pp |
| Annual return | 17.31% | 30.39%-13.1pp | 27.99%-10.7pp | 172.34%-155.0pp |
| Employer contribution / active EE | $0 | $3,126-100.0% | $2,662-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,478 | $5,053-51.0% | $4,377-43.4% | $6,730-63.2% |
| Admin fee / account holder | $1,983 | $11,369-82.6% | $9,463-79.0% | $14,365-86.2% |