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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 | $13,914 | $87,059-84.0% | $105,608-86.8% | $80,925-82.8% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.3%+24.7pp | 67.7%+32.3pp |
| Annual return | 15.94% | 17.05%-1.1pp | 116.50%-100.6pp | 35.65%-19.7pp |
| Employer contribution / active EE | $0 | $2,396-100.0% | $3,167-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,623 | $3,986-34.2% | $5,010-47.6% | $4,299-39.0% |
| Admin fee / account holder | $2,660 | $8,443-68.5% | $11,028-75.9% | $6,940-61.7% |