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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 | $10,298 | $106,749-90.4% | $145,433-92.9% | $82,448-87.5% |
| Participation rate | 80.7% | 75.6%+5.1pp | 82.1%-1.4pp | 68.1%+12.6pp |
| Annual return | 23.97% | 27.59%-3.6pp | 66.58%-42.6pp | 41.64%-17.7pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $5,784 | $6,519-11.3% | $7,897-26.8% | $4,139+39.7% |
| Admin fee / account holder | $1,850 | $8,390-78.0% | $13,129-85.9% | $7,234-74.4% |