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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 | $9,768 | $107,666-90.9% | $102,184-90.4% | $154,746-93.7% |
| Participation rate | 90.9% | 83.7%+7.2pp | 82.6%+8.3pp | 80.7%+10.2pp |
| Annual return | 16.60% | 29.33%-12.7pp | 31.58%-15.0pp | 172.34%-155.7pp |
| Employer contribution / active EE | $0 | $3,846-100.0% | $3,594-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $5,212 | $8,719-40.2% | $8,309-37.3% | $6,730-22.6% |
| Admin fee / account holder | $3,494 | $12,943-73.0% | $11,609-69.9% | $14,365-75.7% |