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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 | $12,928 | $77,358-83.3% | $102,184-87.3% | $87,485-85.2% |
| Participation rate | 80.9% | 78.7%+2.2pp | 82.6%-1.7pp | 68.9%+11.9pp |
| Annual return | 45.55% | 41.11%+4.4pp | 31.58%+14.0pp | 26.06%+19.5pp |
| Employer contribution / active EE | $0 | $2,562-100.0% | $3,594-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $6,520 | $6,753-3.4% | $8,309-21.5% | $4,274+52.6% |
| Admin fee / account holder | $388 | $6,809-94.3% | $11,609-96.7% | $7,775-95.0% |