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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 | $13,211 | $135,905-90.3% | $126,068-89.5% | $198,609-93.3% |
| Participation rate | 90.0% | 85.6%+4.4pp | 84.7%+5.3pp | 82.4%+7.6pp |
| Annual return | 13.56% | 14.07%-0.5pp | 15.01%-1.5pp | 202.70%-189.1pp |
| Employer contribution / active EE | $0 | $4,245-100.0% | $3,968-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $4,228 | $8,523-50.4% | $8,214-48.5% | $6,977-39.4% |
| Admin fee / account holder | $4,177 | $21,036-80.1% | $18,264-77.1% | $19,030-78.1% |