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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 | $12,225 | $103,393-88.2% | $87,103-86.0% | $152,909-92.0% |
| Participation rate | 85.0% | 79.4%+5.6pp | 76.9%+8.1pp | 82.5%+2.5pp |
| Annual return | 22.21% | 28.10%-5.9pp | 28.19%-6.0pp | 345.46%-323.3pp |
| Employer contribution / active EE | $0 | $3,221-100.0% | $2,521-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,666 | $4,778-65.1% | $4,049-58.9% | $5,851-71.5% |
| Admin fee / account holder | $2,866 | $12,195-76.5% | $7,491-61.7% | $11,601-75.3% |