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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 | $12,500 | $99,875-87.5% | $146,866-91.5% | $86,983-85.6% |
| Participation rate | 89.1% | 75.8%+13.3pp | 82.5%+6.6pp | 69.5%+19.6pp |
| Annual return | 34.07% | 28.10%+6.0pp | 102.85%-68.8pp | 25.83%+8.2pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $4,425-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $5,774 | $6,322-8.7% | $7,759-25.6% | $4,194+37.7% |
| Admin fee / account holder | $2,831 | $7,838-63.9% | $13,620-79.2% | $7,856-64.0% |