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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 | $14,491 | $99,875-85.5% | $146,866-90.1% | $86,983-83.3% |
| Participation rate | 83.3% | 75.8%+7.5pp | 82.5%+0.8pp | 69.5%+13.8pp |
| Annual return | 20.58% | 28.10%-7.5pp | 102.85%-82.3pp | 25.83%-5.2pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $4,425-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $5,803 | $6,322-8.2% | $7,759-25.2% | $4,194+38.4% |
| Admin fee / account holder | $1,041 | $7,838-86.7% | $13,620-92.4% | $7,856-86.8% |