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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 | $11,605 | $93,345-87.6% | $119,126-90.3% | $87,485-86.7% |
| Participation rate | 72.4% | 68.7%+3.7pp | 75.8%-3.3pp | 68.9%+3.5pp |
| Annual return | 20.66% | 19.08%+1.6pp | 282.11%-261.4pp | 26.06%-5.4pp |
| Employer contribution / active EE | $0 | $3,172-100.0% | $4,034-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,869 | $4,099-30.0% | $5,318-46.0% | $4,274-32.9% |
| Admin fee / account holder | $1,063 | $8,039-86.8% | $10,693-90.1% | $7,775-86.3% |