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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 | $15,135 | $58,523-74.1% | $99,479-84.8% | $72,976-79.3% |
| Participation rate | 93.2% | 64.6%+28.6pp | 73.8%+19.3pp | 69.5%+23.7pp |
| Annual return | 42.88% | 28.51%+14.4pp | 30.72%+12.2pp | 81.02%-38.1pp |
| Employer contribution / active EE | $0 | $1,512-100.0% | $2,540-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $6,555 | $2,606+151.5% | $3,619+81.1% | $3,608+81.7% |
| Admin fee / account holder | $1,526 | $4,102-62.8% | $6,253-75.6% | $5,124-70.2% |