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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 | $106,864-88.3% | $147,318-91.5% | $82,637-84.9% |
| Participation rate | 89.1% | 75.5%+13.6pp | 82.1%+7.1pp | 68.1%+21.1pp |
| Annual return | 34.07% | 27.49%+6.6pp | 70.43%-36.4pp | 53.51%-19.4pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,593-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $5,774 | $6,496-11.1% | $7,906-27.0% | $4,126+39.9% |
| Admin fee / account holder | $2,831 | $8,415-66.4% | $13,708-79.3% | $7,339-61.4% |