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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 | $12,467 | $99,875-87.5% | $146,866-91.5% | $86,983-85.7% |
| Participation rate | 87.2% | 75.8%+11.4pp | 82.5%+4.7pp | 69.5%+17.7pp |
| Annual return | 22.12% | 28.10%-6.0pp | 102.85%-80.7pp | 25.83%-3.7pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $4,425-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $3,419 | $6,322-45.9% | $7,759-55.9% | $4,194-18.5% |
| Admin fee / account holder | $327 | $7,838-95.8% | $13,620-97.6% | $7,856-95.8% |