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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 | $124,980-90.9% | $108,359-89.5% | $154,746-92.6% |
| Participation rate | 89.5% | 75.2%+14.3pp | 70.1%+19.4pp | 80.7%+8.8pp |
| Annual return | 23.02% | 45.00%-22.0pp | 36.89%-13.9pp | 172.34%-149.3pp |
| Employer contribution / active EE | $0 | $2,851-100.0% | $2,399-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,973 | $4,743-58.4% | $4,137-52.3% | $6,730-70.7% |
| Admin fee / account holder | $1,672 | $11,502-85.5% | $9,741-82.8% | $14,365-88.4% |