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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 | $10,907 | $97,289-88.8% | $92,805-88.2% | $155,188-93.0% |
| Participation rate | 70.0% | 84.2%-14.2pp | 83.5%-13.5pp | 80.8%-10.8pp |
| Annual return | 11.58% | 29.03%-17.5pp | 31.59%-20.0pp | 148.84%-137.3pp |
| Employer contribution / active EE | $0 | $3,632-100.0% | $3,424-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $3,867 | $8,795-56.0% | $8,448-54.2% | $6,531-40.8% |
| Admin fee / account holder | $8,430 | $12,015-29.8% | $10,911-22.7% | $14,480-41.8% |