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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 | $13,283 | $107,666-87.7% | $102,184-87.0% | $154,746-91.4% |
| Participation rate | 80.0% | 83.7%-3.7pp | 82.6%-2.6pp | 80.7%-0.7pp |
| Annual return | 37.46% | 29.33%+8.1pp | 31.58%+5.9pp | 172.34%-134.9pp |
| Employer contribution / active EE | $0 | $3,846-100.0% | $3,594-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $7,570 | $8,719-13.2% | $8,309-8.9% | $6,730+12.5% |
| Admin fee / account holder | $2,194 | $12,943-83.1% | $11,609-81.1% | $14,365-84.7% |