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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 | $13,625 | $106,749-87.2% | $145,433-90.6% | $82,448-83.5% |
| Participation rate | 88.9% | 75.6%+13.2pp | 82.1%+6.8pp | 68.1%+20.8pp |
| Annual return | 16.06% | 27.59%-11.5pp | 66.58%-50.5pp | 41.64%-25.6pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,291 | $6,519-49.5% | $7,897-58.3% | $4,139-20.5% |
| Admin fee / account holder | $1,162 | $8,390-86.2% | $13,129-91.2% | $7,234-83.9% |