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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 | $12,678 | $110,137-88.5% | $161,149-92.1% | $82,637-84.7% |
| Participation rate | 80.8% | 72.4%+8.4pp | 78.8%+1.9pp | 68.1%+12.7pp |
| Annual return | 17.47% | 20.69%-3.2pp | 21.16%-3.7pp | 53.51%-36.0pp |
| Employer contribution / active EE | $0 | $2,856-100.0% | $4,360-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $4,000 | $4,575-12.6% | $6,153-35.0% | $4,126-3.0% |
| Admin fee / account holder | $6,279 | $9,467-33.7% | $15,194-58.7% | $7,339-14.4% |