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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 | $10,915 | $106,749-89.8% | $145,433-92.5% | $82,448-86.8% |
| Participation rate | 80.0% | 75.6%+4.4pp | 82.1%-2.1pp | 68.1%+11.9pp |
| Annual return | 24.29% | 27.59%-3.3pp | 66.58%-42.3pp | 41.64%-17.3pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $6,822 | $6,519+4.7% | $7,897-13.6% | $4,139+64.8% |
| Admin fee / account holder | $1,415 | $8,390-83.1% | $13,129-89.2% | $7,234-80.4% |