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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 | $14,971 | $106,749-86.0% | $145,433-89.7% | $82,448-81.8% |
| Participation rate | 91.4% | 75.6%+15.8pp | 82.1%+9.3pp | 68.1%+23.4pp |
| Annual return | 24.31% | 27.59%-3.3pp | 66.58%-42.3pp | 41.64%-17.3pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $7,611 | $6,519+16.8% | $7,897-3.6% | $4,139+83.9% |
| Admin fee / account holder | $1,603 | $8,390-80.9% | $13,129-87.8% | $7,234-77.8% |