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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 | $11,578 | $93,617-87.6% | $135,982-91.5% | $75,177-84.6% |
| Participation rate | 96.0% | 75.2%+20.8pp | 81.9%+14.1pp | 67.2%+28.8pp |
| Annual return | 19.61% | 30.89%-11.3pp | 68.32%-48.7pp | 160.75%-141.1pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $5,107 | $6,406-20.3% | $7,760-34.2% | $4,126+23.8% |
| Admin fee / account holder | $399 | $6,980-94.3% | $10,767-96.3% | $5,651-92.9% |