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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 | $13,786 | $100,772-86.3% | $86,690-84.1% | $134,493-89.7% |
| Participation rate | 80.0% | 78.9%+1.1pp | 76.6%+3.4pp | 81.2%-1.2pp |
| Annual return | 8.69% | 29.06%-20.4pp | 35.93%-27.2pp | 418.01%-409.3pp |
| Employer contribution / active EE | $1 | $3,490-100.0% | $2,837-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $7,296 | $5,338+36.7% | $4,656+56.7% | $6,400+14.0% |
| Admin fee / account holder | $2,574 | $10,920-76.4% | $7,490-65.6% | $11,425-77.5% |