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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 | $12,495 | $89,370-86.0% | $141,197-91.2% | $72,976-82.9% |
| Participation rate | 83.1% | 75.1%+7.9pp | 82.5%+0.6pp | 69.5%+13.6pp |
| Annual return | 31.42% | 111.88%-80.5pp | 71.41%-40.0pp | 81.02%-49.6pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,729 | $5,419-31.2% | $6,710-44.4% | $3,608+3.4% |
| Admin fee / account holder | $1,247 | $5,957-79.1% | $10,265-87.9% | $5,124-75.7% |