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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 | $13,363 | $71,353-81.3% | $92,805-85.6% | $86,983-84.6% |
| Participation rate | 79.3% | 80.9%-1.6pp | 83.5%-4.2pp | 69.5%+9.8pp |
| Annual return | 48.46% | 44.68%+3.8pp | 31.59%+16.9pp | 25.83%+22.6pp |
| Employer contribution / active EE | $0 | $2,468-100.0% | $3,424-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $5,734 | $6,966-17.7% | $8,448-32.1% | $4,194+36.7% |
| Admin fee / account holder | $1,873 | $6,099-69.3% | $10,911-82.8% | $7,856-76.2% |