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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 | $13,235 | $55,453-76.1% | $170,435-92.2% | $62,293-78.8% |
| Participation rate | 96.2% | 66.4%+29.8pp | 83.6%+12.6pp | 69.5%+26.6pp |
| Annual return | 18.78% | 21.38%-2.6pp | 205.94%-187.2pp | 28.90%-10.1pp |
| Employer contribution / active EE | $0 | $2,164-100.0% | $5,432-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $2,570 | $2,303+11.6% | $4,939-48.0% | $3,169-18.9% |
| Admin fee / account holder | $582 | $455+27.8% | $13,881-95.8% | $479+21.4% |