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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 | $13,553 | $117,895-88.5% | $102,460-86.8% | $145,897-90.7% |
| Participation rate | 90.9% | 78.6%+12.3pp | 76.5%+14.4pp | 80.3%+10.6pp |
| Annual return | 28.91% | 31.92%-3.0pp | 29.47%-0.6pp | 552.29%-523.4pp |
| Employer contribution / active EE | $0 | $3,619-100.0% | $3,025-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $10,640 | $5,736+85.5% | $5,056+110.4% | $6,689+59.1% |
| Admin fee / account holder | $2,916 | $13,353-78.2% | $9,460-69.2% | $13,390-78.2% |