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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 | $14,702 | $138,385-89.4% | $184,243-92.0% | $80,925-81.8% |
| Participation rate | 92.3% | 83.9%+8.4pp | 86.8%+5.5pp | 67.7%+24.6pp |
| Annual return | 11.45% | 20.02%-8.6pp | 28.82%-17.4pp | 35.65%-24.2pp |
| Employer contribution / active EE | $0 | $4,851-100.0% | $6,427-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $4,080 | $7,075-42.3% | $9,132-55.3% | $4,299-5.1% |
| Admin fee / account holder | $2,078 | $10,489-80.2% | $13,914-85.1% | $6,940-70.1% |