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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 | $13,207 | $124,980-89.4% | $108,359-87.8% | $154,746-91.5% |
| Participation rate | 81.8% | 75.2%+6.6pp | 70.1%+11.7pp | 80.7%+1.1pp |
| Annual return | 22.22% | 45.00%-22.8pp | 36.89%-14.7pp | 172.34%-150.1pp |
| Employer contribution / active EE | $0 | $2,851-100.0% | $2,399-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $7,355 | $4,743+55.1% | $4,137+77.8% | $6,730+9.3% |
| Admin fee / account holder | $651 | $11,502-94.3% | $9,741-93.3% | $14,365-95.5% |