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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 | $16,605 | $156,616-89.4% | $133,346-87.5% | $198,609-91.6% |
| Participation rate | 81.8% | 77.7%+4.1pp | 72.8%+9.0pp | 82.4%-0.6pp |
| Annual return | 12.05% | 44.25%-32.2pp | 36.85%-24.8pp | 202.70%-190.6pp |
| Employer contribution / active EE | $0 | $3,368-100.0% | $2,853-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $8,771 | $4,920+78.3% | $4,332+102.5% | $6,977+25.7% |
| Admin fee / account holder | $11,686 | $17,468-33.1% | $14,264-18.1% | $19,030-38.6% |