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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 | $14,476 | $78,707-81.6% | $117,861-87.7% | $70,126-79.4% |
| Participation rate | 87.8% | 73.2%+14.6pp | 79.7%+8.1pp | 69.5%+18.3pp |
| Annual return | 13.78% | 23.30%-9.5pp | 335.11%-321.3pp | 73.15%-59.4pp |
| Employer contribution / active EE | $0 | $2,223-100.0% | $3,786-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,513 | $3,297-23.8% | $4,482-43.9% | $3,332-24.6% |
| Admin fee / account holder | $376 | $5,066-92.6% | $8,021-95.3% | $4,645-91.9% |