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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 | $11,653 | $65,395-82.2% | $182,531-93.6% | $72,983-84.0% |
| Participation rate | 82.0% | 65.4%+16.5pp | 78.0%+4.0pp | 69.5%+12.5pp |
| Annual return | 28.07% | 27.68%+0.4pp | 148.57%-120.5pp | 81.01%-52.9pp |
| Employer contribution / active EE | $0 | $1,911-100.0% | $4,075-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $4,094 | $3,563+14.9% | $5,525-25.9% | $3,608+13.5% |
| Admin fee / account holder | $1,933 | $4,245-54.5% | $8,593-77.5% | $5,124-62.3% |