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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 | $11,770 | $75,963-84.5% | $97,995-88.0% | $70,126-83.2% |
| Participation rate | 78.1% | 77.0%+1.2pp | 82.4%-4.3pp | 69.5%+8.6pp |
| Annual return | 21.05% | 19.26%+1.8pp | 23.94%-2.9pp | 73.15%-52.1pp |
| Employer contribution / active EE | $0 | $3,278-100.0% | $4,158-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,989 | $4,053-26.3% | $5,097-41.4% | $3,332-10.3% |
| Admin fee / account holder | $328 | $5,407-93.9% | $5,943-94.5% | $4,645-92.9% |