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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 | $13,933 | $77,358-82.0% | $102,184-86.4% | $87,485-84.1% |
| Participation rate | 83.9% | 78.7%+5.2pp | 82.6%+1.3pp | 68.9%+14.9pp |
| Annual return | 25.50% | 41.11%-15.6pp | 31.58%-6.1pp | 26.06%-0.6pp |
| Employer contribution / active EE | $0 | $2,562-100.0% | $3,594-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $7,449 | $6,753+10.3% | $8,309-10.4% | $4,274+74.3% |
| Admin fee / account holder | $429 | $6,809-93.7% | $11,609-96.3% | $7,775-94.5% |