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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 | $83,898-86.5% | $133,346-91.5% | $94,015-87.9% |
| Participation rate | 83.8% | 63.4%+20.4pp | 72.8%+10.9pp | 70.8%+13.0pp |
| Annual return | 20.49% | 16.00%+4.5pp | 36.85%-16.4pp | 17.84%+2.6pp |
| Employer contribution / active EE | $0 | $1,821-100.0% | $2,853-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $3,079 | $3,245-5.1% | $4,332-28.9% | $4,249-27.6% |
| Admin fee / account holder | $457 | $7,809-94.1% | $14,264-96.8% | $8,951-94.9% |