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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 | $99,875-88.5% | $146,866-92.2% | $86,983-86.8% |
| Participation rate | 79.3% | 75.8%+3.5pp | 82.5%-3.2pp | 69.5%+9.8pp |
| Annual return | 19.50% | 28.10%-8.6pp | 102.85%-83.4pp | 25.83%-6.3pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $4,425-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $5,431 | $6,322-14.1% | $7,759-30.0% | $4,194+29.5% |
| Admin fee / account holder | $643 | $7,838-91.8% | $13,620-95.3% | $7,856-91.8% |