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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 | $11,424 | $156,616-92.7% | $133,346-91.4% | $198,609-94.2% |
| Participation rate | 89.5% | 77.7%+11.8pp | 72.8%+16.6pp | 82.4%+7.1pp |
| Annual return | 23.02% | 44.25%-21.2pp | 36.85%-13.8pp | 202.70%-179.7pp |
| Employer contribution / active EE | $0 | $3,368-100.0% | $2,853-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $1,973 | $4,920-59.9% | $4,332-54.4% | $6,977-71.7% |
| Admin fee / account holder | $1,672 | $17,468-90.4% | $14,264-88.3% | $19,030-91.2% |