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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 | $156,616-92.3% | $133,346-91.0% | $198,609-93.9% |
| Participation rate | 92.3% | 77.7%+14.6pp | 72.8%+19.5pp | 82.4%+9.9pp |
| Annual return | 17.08% | 44.25%-27.2pp | 36.85%-19.8pp | 202.70%-185.6pp |
| Employer contribution / active EE | $0 | $3,368-100.0% | $2,853-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $3,217 | $4,920-34.6% | $4,332-25.7% | $6,977-53.9% |
| Admin fee / account holder | $410 | $17,468-97.7% | $14,264-97.1% | $19,030-97.8% |