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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 | $11,082 | $52,580-78.9% | $71,671-84.5% | $70,126-84.2% |
| Participation rate | 76.0% | 60.9%+15.1pp | 68.7%+7.3pp | 69.5%+6.5pp |
| Annual return | 20.92% | 20.25%+0.7pp | 20.65%+0.3pp | 73.15%-52.2pp |
| Employer contribution / active EE | $0 | $1,616-100.0% | $2,460-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,962 | $2,386+24.1% | $3,438-13.9% | $3,332-11.1% |
| Admin fee / account holder | $688 | $3,653-81.2% | $5,558-87.6% | $4,645-85.2% |