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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 | $106,864-87.9% | $147,318-91.2% | $82,637-84.3% |
| Participation rate | 94.9% | 75.5%+19.4pp | 82.1%+12.8pp | 68.1%+26.8pp |
| Annual return | 29.44% | 27.49%+2.0pp | 70.43%-41.0pp | 53.51%-24.1pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,593-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $3,908 | $6,496-39.8% | $7,906-50.6% | $4,126-5.3% |
| Admin fee / account holder | $674 | $8,415-92.0% | $13,708-95.1% | $7,339-90.8% |