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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 | $13,760 | $106,749-87.1% | $145,433-90.5% | $82,448-83.3% |
| Participation rate | 79.3% | 75.6%+3.7pp | 82.1%-2.8pp | 68.1%+11.2pp |
| Annual return | 24.57% | 27.59%-3.0pp | 66.58%-42.0pp | 41.64%-17.1pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $4,175 | $6,519-35.9% | $7,897-47.1% | $4,139+0.9% |
| Admin fee / account holder | $882 | $8,390-89.5% | $13,129-93.3% | $7,234-87.8% |