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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 | $13,346 | $91,559-85.4% | $133,971-90.0% | $79,852-83.3% |
| Participation rate | 75.0% | 73.3%+1.7pp | 79.8%-4.8pp | 69.6%+5.4pp |
| Annual return | 21.43% | 61.85%-40.4pp | 45.09%-23.7pp | 31.72%-10.3pp |
| Employer contribution / active EE | $0 | $2,384-100.0% | $3,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,113 | $3,734+10.1% | $5,047-18.5% | $3,740+9.9% |
| Admin fee / account holder | $7,605 | $6,321+20.3% | $8,929-14.8% | $5,306+43.3% |