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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 | $12,698 | $126,661-90.0% | $113,397-88.8% | $138,895-90.9% |
| Participation rate | 77.8% | 79.4%-1.7pp | 76.5%+1.3pp | 79.9%-2.1pp |
| Annual return | 17.83% | 25.05%-7.2pp | 23.20%-5.4pp | 145.39%-127.6pp |
| Employer contribution / active EE | $0 | $3,456-100.0% | $2,977-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $11,046 | $5,693+94.0% | $5,076+117.6% | $6,396+72.7% |
| Admin fee / account holder | $918 | $14,549-93.7% | $11,957-92.3% | $12,562-92.7% |