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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 | $16,906 | $138,385-87.8% | $184,243-90.8% | $80,925-79.1% |
| Participation rate | 86.1% | 83.9%+2.2pp | 86.8%-0.7pp | 67.7%+18.5pp |
| Annual return | 13.01% | 20.02%-7.0pp | 28.82%-15.8pp | 35.65%-22.6pp |
| Employer contribution / active EE | $0 | $4,851-100.0% | $6,427-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $7,143 | $7,075+0.9% | $9,132-21.8% | $4,299+66.2% |
| Admin fee / account holder | $6,775 | $10,489-35.4% | $13,914-51.3% | $6,940-2.4% |