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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 | $16,296 | $106,749-84.7% | $145,433-88.8% | $82,448-80.2% |
| Participation rate | 87.1% | 75.6%+11.4pp | 82.1%+5.0pp | 68.1%+19.0pp |
| Annual return | 22.29% | 27.59%-5.3pp | 66.58%-44.3pp | 41.64%-19.3pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $5,446 | $6,519-16.5% | $7,897-31.0% | $4,139+31.6% |
| Admin fee / account holder | $471 | $8,390-94.4% | $13,129-96.4% | $7,234-93.5% |