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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 | $11,342 | $73,787-84.6% | $98,716-88.5% | $82,448-86.2% |
| Participation rate | 83.8% | 61.4%+22.4pp | 69.3%+14.5pp | 68.1%+15.7pp |
| Annual return | 20.49% | 18.57%+1.9pp | 31.81%-11.3pp | 41.64%-21.2pp |
| Employer contribution / active EE | $0 | $1,511-100.0% | $2,279-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,079 | $3,081-0.1% | $4,048-23.9% | $4,139-25.6% |
| Admin fee / account holder | $457 | $6,500-93.0% | $8,703-94.7% | $7,234-93.7% |