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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 | $13,911 | $71,480-80.5% | $90,782-84.7% | $64,173-78.3% |
| Participation rate | 90.8% | 77.6%+13.3pp | 82.7%+8.2pp | 69.6%+21.2pp |
| Annual return | 67.85% | -4.25%+72.1pp | -3.42%+71.3pp | 7.63%+60.2pp |
| Employer contribution / active EE | $0 | $3,415-100.0% | $4,105-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $5,264 | $4,302+22.4% | $5,366-1.9% | $3,470+51.7% |
| Admin fee / account holder | $5,277 | $6,309-16.3% | $5,908-10.7% | $4,887+8.0% |