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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 | $12,966 | $93,617-86.2% | $135,982-90.5% | $75,177-82.8% |
| Participation rate | 96.3% | 75.2%+21.1pp | 81.9%+14.4pp | 67.2%+29.1pp |
| Annual return | 17.95% | 30.89%-12.9pp | 68.32%-50.4pp | 160.75%-142.8pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $9,303 | $6,406+45.2% | $7,760+19.9% | $4,126+125.5% |
| Admin fee / account holder | $4,818 | $6,980-31.0% | $10,767-55.3% | $5,651-14.7% |