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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 | $11,815 | $106,864-88.9% | $147,318-92.0% | $82,637-85.7% |
| Participation rate | 88.9% | 75.5%+13.4pp | 82.1%+6.8pp | 68.1%+20.8pp |
| Annual return | 20.23% | 27.49%-7.3pp | 70.43%-50.2pp | 53.51%-33.3pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,593-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $2,453 | $6,496-62.2% | $7,906-69.0% | $4,126-40.6% |
| Admin fee / account holder | $423 | $8,415-95.0% | $13,708-96.9% | $7,339-94.2% |