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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 | $13,048 | $103,966-87.4% | $112,923-88.4% | $75,177-82.6% |
| Participation rate | 94.3% | 75.7%+18.6pp | 80.5%+13.7pp | 67.2%+27.1pp |
| Annual return | 17.96% | 24.54%-6.6pp | 34.13%-16.2pp | 160.75%-142.8pp |
| Employer contribution / active EE | $0 | $3,870-100.0% | $4,570-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $7,201 | $5,456+32.0% | $6,520+10.4% | $4,126+74.5% |
| Admin fee / account holder | $897 | $7,663-88.3% | $7,046-87.3% | $5,651-84.1% |