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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 | $12,094 | $77,460-84.4% | $100,378-88.0% | $80,925-85.1% |
| Participation rate | 82.5% | 76.9%+5.6pp | 81.5%+1.0pp | 67.7%+14.8pp |
| Annual return | 20.46% | 37.24%-16.8pp | 49.41%-29.0pp | 35.65%-15.2pp |
| Employer contribution / active EE | $0 | $2,801-100.0% | $3,942-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $6,877 | $6,818+0.9% | $8,087-15.0% | $4,299+60.0% |
| Admin fee / account holder | $1,610 | $5,887-72.7% | $7,899-79.6% | $6,940-76.8% |