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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 | $11,638 | $77,358-85.0% | $102,184-88.6% | $87,485-86.7% |
| Participation rate | 80.8% | 78.7%+2.1pp | 82.6%-1.8pp | 68.9%+11.8pp |
| Annual return | 25.30% | 41.11%-15.8pp | 31.58%-6.3pp | 26.06%-0.8pp |
| Employer contribution / active EE | $0 | $2,562-100.0% | $3,594-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,149 | $6,753-38.6% | $8,309-50.1% | $4,274-2.9% |
| Admin fee / account holder | $1,462 | $6,809-78.5% | $11,609-87.4% | $7,775-81.2% |