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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 | $12,669 | $107,666-88.2% | $102,184-87.6% | $154,746-91.8% |
| Participation rate | 90.0% | 83.7%+6.3pp | 82.6%+7.4pp | 80.7%+9.3pp |
| Annual return | 18.76% | 29.33%-10.6pp | 31.58%-12.8pp | 172.34%-153.6pp |
| Employer contribution / active EE | $0 | $3,846-100.0% | $3,594-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $6,489 | $8,719-25.6% | $8,309-21.9% | $6,730-3.6% |
| Admin fee / account holder | $3,244 | $12,943-74.9% | $11,609-72.1% | $14,365-77.4% |