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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 | $12,845 | $63,365-79.7% | $91,994-86.0% | $72,975-82.4% |
| Participation rate | 73.1% | 72.5%+0.6pp | 78.6%-5.6pp | 69.5%+3.6pp |
| Annual return | 34.34% | 35.35%-1.0pp | 69.04%-34.7pp | 81.01%-46.7pp |
| Employer contribution / active EE | $0 | $2,116-100.0% | $3,453-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,331 | $4,883-31.8% | $5,924-43.8% | $3,608-7.7% |
| Admin fee / account holder | $1,259 | $4,670-73.0% | $7,744-83.7% | $5,124-75.4% |