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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 | $13,151 | $107,666-87.8% | $102,184-87.1% | $154,746-91.5% |
| Participation rate | 90.9% | 83.7%+7.2pp | 82.6%+8.3pp | 80.7%+10.2pp |
| Annual return | 18.74% | 29.33%-10.6pp | 31.58%-12.8pp | 172.34%-153.6pp |
| Employer contribution / active EE | $0 | $3,846-100.0% | $3,594-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $11,219 | $8,719+28.7% | $8,309+35.0% | $6,730+66.7% |
| Admin fee / account holder | $10,306 | $12,943-20.4% | $11,609-11.2% | $14,365-28.3% |