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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 | $12,970 | $63,949-79.7% | $129,031-89.9% | $94,015-86.2% |
| Participation rate | 75.0% | 63.4%+11.6pp | 73.4%+1.6pp | 70.8%+4.2pp |
| Annual return | 25.07% | 17.56%+7.5pp | 34.67%-9.6pp | 17.84%+7.2pp |
| Employer contribution / active EE | $0 | $1,865-100.0% | $3,226-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $4,653 | $3,686+26.2% | $5,217-10.8% | $4,249+9.5% |
| Admin fee / account holder | $2,149 | $5,523-61.1% | $13,208-83.7% | $8,951-76.0% |