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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 | $16,358 | $106,749-84.7% | $145,433-88.8% | $82,448-80.2% |
| Participation rate | 74.1% | 75.6%-1.6pp | 82.1%-8.0pp | 68.1%+6.0pp |
| Annual return | 26.00% | 27.59%-1.6pp | 66.58%-40.6pp | 41.64%-15.6pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $8,271 | $6,519+26.9% | $7,897+4.7% | $4,139+99.8% |
| Admin fee / account holder | $1,248 | $8,390-85.1% | $13,129-90.5% | $7,234-82.8% |