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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 | $9,761 | $106,749-90.9% | $145,433-93.3% | $82,448-88.2% |
| Participation rate | 80.0% | 75.6%+4.4pp | 82.1%-2.1pp | 68.1%+11.9pp |
| Annual return | 25.00% | 27.59%-2.6pp | 66.58%-41.6pp | 41.64%-16.6pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,864 | $6,519-40.7% | $7,897-51.1% | $4,139-6.7% |
| Admin fee / account holder | $777 | $8,390-90.7% | $13,129-94.1% | $7,234-89.3% |