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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 | $14,110 | $99,875-85.9% | $146,866-90.4% | $86,983-83.8% |
| Participation rate | 88.0% | 75.8%+12.2pp | 82.5%+5.5pp | 69.5%+18.5pp |
| Annual return | 19.00% | 28.10%-9.1pp | 102.85%-83.9pp | 25.83%-6.8pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $4,425-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $3,262 | $6,322-48.4% | $7,759-58.0% | $4,194-22.2% |
| Admin fee / account holder | $552 | $7,838-93.0% | $13,620-95.9% | $7,856-93.0% |