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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 | $11,750 | $117,904-90.0% | $102,457-88.5% | $145,978-92.0% |
| Participation rate | 83.3% | 78.6%+4.7pp | 76.5%+6.8pp | 80.3%+3.0pp |
| Annual return | 13.44% | 31.80%-18.4pp | 29.41%-16.0pp | 550.52%-537.1pp |
| Employer contribution / active EE | $0 | $3,613-100.0% | $3,022-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,784 | $5,733-68.9% | $5,054-64.7% | $6,690-73.3% |
| Admin fee / account holder | $2,086 | $13,329-84.4% | $9,451-77.9% | $13,400-84.4% |