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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 | $12,507 | $72,273-82.7% | $101,275-87.7% | $79,856-84.3% |
| Participation rate | 80.0% | 68.5%+11.5pp | 75.8%+4.2pp | 69.6%+10.4pp |
| Annual return | 15.32% | 22.30%-7.0pp | 46.48%-31.2pp | 31.71%-16.4pp |
| Employer contribution / active EE | $0 | $2,691-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,413 | $3,282-26.5% | $4,371-44.8% | $3,741-35.5% |
| Admin fee / account holder | $401 | $4,401-90.9% | $5,948-93.3% | $5,306-92.4% |