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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 | $13,422 | $93,598-85.7% | $135,974-90.1% | $75,173-82.1% |
| Participation rate | 74.3% | 75.2%-0.9pp | 81.9%-7.6pp | 67.2%+7.1pp |
| Annual return | 24.10% | 30.89%-6.8pp | 68.30%-44.2pp | 160.72%-136.6pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $4,662 | $6,405-27.2% | $7,760-39.9% | $4,126+13.0% |
| Admin fee / account holder | $607 | $6,978-91.3% | $10,767-94.4% | $5,651-89.3% |