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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 | $25,812 | $72,486-64.4% | $87,103-70.4% | $72,976-64.6% |
| Participation rate | 78.1% | 72.8%+5.3pp | 76.9%+1.2pp | 69.5%+8.6pp |
| Annual return | 17.39% | 24.46%-7.1pp | 28.19%-10.8pp | 81.02%-63.6pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,414 | $3,270-26.2% | $4,049-40.4% | $3,608-33.1% |
| Admin fee / account holder | $443 | $5,055-91.2% | $7,491-94.1% | $5,124-91.4% |