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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 | $12,792 | $98,776-87.0% | $149,745-91.5% | $79,856-84.0% |
| Participation rate | 89.8% | 75.8%+14.0pp | 82.5%+7.3pp | 69.6%+20.2pp |
| Annual return | 31.41% | 27.38%+4.0pp | 276.72%-245.3pp | 31.71%-0.3pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,646-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $5,763 | $5,681+1.4% | $6,843-15.8% | $3,741+54.1% |
| Admin fee / account holder | $2,038 | $6,053-66.3% | $9,312-78.1% | $5,306-61.6% |