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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 | $14,683 | $91,424-83.9% | $135,942-89.2% | $71,495-79.5% |
| Participation rate | 88.2% | 75.7%+12.5pp | 81.9%+6.3pp | 67.9%+20.2pp |
| Annual return | 30.11% | 29.90%+0.2pp | 68.28%-38.2pp | 28.85%+1.3pp |
| Employer contribution / active EE | $0 | $3,704-100.0% | $4,858-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $11,003 | $7,092+55.1% | $7,759+41.8% | $4,291+156.4% |
| Admin fee / account holder | $2,364 | $1,266+86.7% | $10,764-78.0% | $1,588+48.9% |