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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 | $9,474 | $93,617-89.9% | $135,982-93.0% | $75,177-87.4% |
| Participation rate | 86.4% | 75.2%+11.2pp | 81.9%+4.4pp | 67.2%+19.2pp |
| Annual return | 19.68% | 30.89%-11.2pp | 68.32%-48.6pp | 160.75%-141.1pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $5,281 | $6,406-17.6% | $7,760-31.9% | $4,126+28.0% |
| Admin fee / account holder | $2,025 | $6,980-71.0% | $10,767-81.2% | $5,651-64.2% |