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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 | $14,884 | $93,589-84.1% | $135,942-89.1% | $75,181-80.2% |
| Participation rate | 96.2% | 75.2%+21.0pp | 81.9%+14.2pp | 67.2%+29.0pp |
| Annual return | 19.33% | 30.90%-11.6pp | 68.28%-48.9pp | 160.69%-141.4pp |
| Employer contribution / active EE | $0 | $3,537-100.0% | $4,858-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,979 | $6,405-53.5% | $7,759-61.6% | $4,126-27.8% |
| Admin fee / account holder | $383 | $6,977-94.5% | $10,764-96.4% | $5,650-93.2% |