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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 | $13,241 | $63,949-79.3% | $129,031-89.7% | $94,015-85.9% |
| Participation rate | 83.9% | 63.4%+20.4pp | 73.4%+10.5pp | 70.8%+13.0pp |
| Annual return | 15.26% | 17.56%-2.3pp | 34.67%-19.4pp | 17.84%-2.6pp |
| Employer contribution / active EE | $0 | $1,865-100.0% | $3,226-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $4,768 | $3,686+29.4% | $5,217-8.6% | $4,249+12.2% |
| Admin fee / account holder | $2,466 | $5,523-55.4% | $13,208-81.3% | $8,951-72.5% |