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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 | $10,903 | $80,992-86.5% | $96,534-88.7% | $75,173-85.5% |
| Participation rate | 86.5% | 71.8%+14.8pp | 76.0%+10.6pp | 67.2%+19.3pp |
| Annual return | 22.39% | 27.05%-4.7pp | 25.88%-3.5pp | 160.72%-138.3pp |
| Employer contribution / active EE | $0 | $2,283-100.0% | $2,965-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $4,686 | $3,929+19.2% | $4,851-3.4% | $4,126+13.6% |
| Admin fee / account holder | $316 | $6,717-95.3% | $8,253-96.2% | $5,651-94.4% |