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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 | $20,801 | $106,864-80.5% | $147,318-85.9% | $82,637-74.8% |
| Participation rate | 88.5% | 75.5%+13.0pp | 82.1%+6.4pp | 68.1%+20.4pp |
| Annual return | 23.62% | 27.49%-3.9pp | 70.43%-46.8pp | 53.51%-29.9pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,593-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $6,047 | $6,496-6.9% | $7,906-23.5% | $4,126+46.5% |
| Admin fee / account holder | $339 | $8,415-96.0% | $13,708-97.5% | $7,339-95.4% |