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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 | $13,676 | $77,358-82.3% | $102,184-86.6% | $87,485-84.4% |
| Participation rate | 76.8% | 78.7%-1.9pp | 82.6%-5.8pp | 68.9%+7.9pp |
| Annual return | 29.13% | 41.11%-12.0pp | 31.58%-2.4pp | 26.06%+3.1pp |
| Employer contribution / active EE | $0 | $2,562-100.0% | $3,594-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $7,688 | $6,753+13.9% | $8,309-7.5% | $4,274+79.9% |
| Admin fee / account holder | $1,431 | $6,809-79.0% | $11,609-87.7% | $7,775-81.6% |