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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 | $76,834-85.2% | $108,359-89.5% | $87,485-87.0% |
| Participation rate | 83.8% | 61.7%+22.1pp | 70.1%+13.7pp | 68.9%+14.9pp |
| Annual return | 20.49% | 19.09%+1.4pp | 36.89%-16.4pp | 26.06%-5.6pp |
| Employer contribution / active EE | $0 | $1,556-100.0% | $2,399-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,079 | $3,100-0.7% | $4,137-25.6% | $4,274-28.0% |
| Admin fee / account holder | $457 | $6,537-93.0% | $9,741-95.3% | $7,775-94.1% |