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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 | $11,954 | $77,472-84.6% | $100,415-88.1% | $80,959-85.2% |
| Participation rate | 92.9% | 76.9%+15.9pp | 81.5%+11.3pp | 67.7%+25.2pp |
| Annual return | 125.34% | 37.26%+88.1pp | 49.47%+75.9pp | 35.67%+89.7pp |
| Employer contribution / active EE | $0 | $2,800-100.0% | $3,943-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $4,856 | $6,818-28.8% | $8,091-40.0% | $4,300+12.9% |
| Admin fee / account holder | $868 | $5,885-85.2% | $7,906-89.0% | $6,925-87.5% |