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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 | $11,920 | $71,215-83.3% | $93,696-87.3% | $80,935-85.3% |
| Participation rate | 70.0% | 60.4%+9.6pp | 68.7%+1.3pp | 67.7%+2.3pp |
| Annual return | 14.75% | 11.27%+3.5pp | 133.74%-119.0pp | 35.66%-20.9pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,422-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $4,407 | $4,037+9.2% | $4,417-0.2% | $4,299+2.5% |
| Admin fee / account holder | $763 | $6,958-89.0% | $8,287-90.8% | $6,924-89.0% |