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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 | $12,036 | $124,980-90.4% | $108,359-88.9% | $154,746-92.2% |
| Participation rate | 92.3% | 75.2%+17.1pp | 70.1%+22.2pp | 80.7%+11.6pp |
| Annual return | 17.08% | 45.00%-27.9pp | 36.89%-19.8pp | 172.34%-155.3pp |
| Employer contribution / active EE | $0 | $2,851-100.0% | $2,399-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $3,217 | $4,743-32.2% | $4,137-22.2% | $6,730-52.2% |
| Admin fee / account holder | $410 | $11,502-96.4% | $9,741-95.8% | $14,365-97.1% |