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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 | $12,200 | $107,666-88.7% | $102,184-88.1% | $154,746-92.1% |
| Participation rate | 88.9% | 83.7%+5.2pp | 82.6%+6.3pp | 80.7%+8.2pp |
| Annual return | 23.37% | 29.33%-6.0pp | 31.58%-8.2pp | 172.34%-149.0pp |
| Employer contribution / active EE | $0 | $3,846-100.0% | $3,594-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $6,317 | $8,719-27.6% | $8,309-24.0% | $6,730-6.1% |
| Admin fee / account holder | $343 | $12,943-97.3% | $11,609-97.0% | $14,365-97.6% |