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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 | $14,964 | $93,598-84.0% | $135,974-89.0% | $75,173-80.1% |
| Participation rate | 96.9% | 75.2%+21.7pp | 81.9%+15.0pp | 67.2%+29.7pp |
| Annual return | 17.30% | 30.89%-13.6pp | 68.30%-51.0pp | 160.72%-143.4pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $5,059 | $6,405-21.0% | $7,760-34.8% | $4,126+22.6% |
| Admin fee / account holder | $4,137 | $6,978-40.7% | $10,767-61.6% | $5,651-26.8% |