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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 | $12,366 | $98,766-87.5% | $149,730-91.7% | $79,852-84.5% |
| Participation rate | 82.1% | 75.8%+6.3pp | 82.5%-0.4pp | 69.6%+12.4pp |
| Annual return | 29.46% | 27.43%+2.0pp | 276.70%-247.2pp | 31.72%-2.3pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,645-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $5,918 | $5,681+4.2% | $6,843-13.5% | $3,740+58.2% |
| Admin fee / account holder | $552 | $6,052-90.9% | $9,310-94.1% | $5,306-89.6% |