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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 | $12,897 | $89,364-85.6% | $141,177-90.9% | $72,983-82.3% |
| Participation rate | 92.3% | 75.1%+17.2pp | 82.5%+9.8pp | 69.5%+22.8pp |
| Annual return | 29.00% | 111.86%-82.9pp | 71.40%-42.4pp | 81.01%-52.0pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $5,313 | $5,419-1.9% | $6,710-20.8% | $3,608+47.3% |
| Admin fee / account holder | $870 | $5,959-85.4% | $10,263-91.5% | $5,124-83.0% |