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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 | $13,860 | $93,617-85.2% | $135,982-89.8% | $75,177-81.6% |
| Participation rate | 78.8% | 75.2%+3.6pp | 81.9%-3.1pp | 67.2%+11.6pp |
| Annual return | 18.59% | 30.89%-12.3pp | 68.32%-49.7pp | 160.75%-142.2pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $7,299 | $6,406+13.9% | $7,760-5.9% | $4,126+76.9% |
| Admin fee / account holder | $2,207 | $6,980-68.4% | $10,767-79.5% | $5,651-60.9% |