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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 | $12,956 | $106,524-87.8% | $152,301-91.5% | $87,485-85.2% |
| Participation rate | 94.9% | 75.8%+19.1pp | 82.4%+12.4pp | 68.9%+25.9pp |
| Annual return | 29.44% | 26.89%+2.6pp | 80.50%-51.1pp | 26.06%+3.4pp |
| Employer contribution / active EE | $0 | $3,371-100.0% | $4,624-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,908 | $6,525-40.1% | $8,004-51.2% | $4,274-8.6% |
| Admin fee / account holder | $674 | $8,287-91.9% | $14,398-95.3% | $7,775-91.3% |