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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 | $13,828 | $106,749-87.0% | $145,433-90.5% | $82,448-83.2% |
| Participation rate | 78.8% | 75.6%+3.2pp | 82.1%-3.3pp | 68.1%+10.8pp |
| Annual return | 18.57% | 27.59%-9.0pp | 66.58%-48.0pp | 41.64%-23.1pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $6,006 | $6,519-7.9% | $7,897-23.9% | $4,139+45.1% |
| Admin fee / account holder | $6,187 | $8,390-26.3% | $13,129-52.9% | $7,234-14.5% |