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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 | $107,666-87.7% | $102,184-87.1% | $154,746-91.5% |
| Participation rate | 90.0% | 83.7%+6.3pp | 82.6%+7.4pp | 80.7%+9.3pp |
| Annual return | 13.56% | 29.33%-15.8pp | 31.58%-18.0pp | 172.34%-158.8pp |
| Employer contribution / active EE | $0 | $3,846-100.0% | $3,594-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $4,228 | $8,719-51.5% | $8,309-49.1% | $6,730-37.2% |
| Admin fee / account holder | $4,177 | $12,943-67.7% | $11,609-64.0% | $14,365-70.9% |