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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 | $10,441 | $93,598-88.8% | $135,974-92.3% | $75,173-86.1% |
| Participation rate | 75.5% | 75.2%+0.3pp | 81.9%-6.4pp | 67.2%+8.3pp |
| Annual return | 22.92% | 30.89%-8.0pp | 68.30%-45.4pp | 160.72%-137.8pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $5,464 | $6,405-14.7% | $7,760-29.6% | $4,126+32.4% |
| Admin fee / account holder | $1,113 | $6,978-84.0% | $10,767-89.7% | $5,651-80.3% |