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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 | $11,477 | $106,864-89.3% | $147,318-92.2% | $82,637-86.1% |
| Participation rate | 79.3% | 75.5%+3.8pp | 82.1%-2.8pp | 68.1%+11.3pp |
| Annual return | 19.50% | 27.49%-8.0pp | 70.43%-50.9pp | 53.51%-34.0pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,593-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $5,431 | $6,496-16.4% | $7,906-31.3% | $4,126+31.6% |
| Admin fee / account holder | $643 | $8,415-92.4% | $13,708-95.3% | $7,339-91.2% |