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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 | $11,410 | $93,598-87.8% | $135,974-91.6% | $75,173-84.8% |
| Participation rate | 85.4% | 75.2%+10.2pp | 81.9%+3.4pp | 67.2%+18.2pp |
| Annual return | 22.13% | 30.89%-8.8pp | 68.30%-46.2pp | 160.72%-138.6pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $3,663 | $6,405-42.8% | $7,760-52.8% | $4,126-11.2% |
| Admin fee / account holder | $445 | $6,978-93.6% | $10,767-95.9% | $5,651-92.1% |