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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 | $14,087 | $138,393-89.8% | $184,256-92.4% | $80,959-82.6% |
| Participation rate | 84.4% | 83.9%+0.5pp | 86.8%-2.5pp | 67.7%+16.7pp |
| Annual return | 32.52% | 20.01%+12.5pp | 28.85%+3.7pp | 35.67%-3.1pp |
| Employer contribution / active EE | $0 | $4,847-100.0% | $6,427-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $8,755 | $7,076+23.7% | $9,133-4.1% | $4,300+103.6% |
| Admin fee / account holder | $2,474 | $10,489-76.4% | $13,899-82.2% | $6,925-64.3% |