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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 | $16,195 | $106,749-84.8% | $145,433-88.9% | $82,448-80.4% |
| Participation rate | 81.0% | 75.6%+5.3pp | 82.1%-1.2pp | 68.1%+12.9pp |
| Annual return | 17.82% | 27.59%-9.8pp | 66.58%-48.8pp | 41.64%-23.8pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $4,848 | $6,519-25.6% | $7,897-38.6% | $4,139+17.1% |
| Admin fee / account holder | $1,592 | $8,390-81.0% | $13,129-87.9% | $7,234-78.0% |