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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 | $21,780 | $65,704-66.9% | $94,229-76.9% | $59,633-63.5% |
| Participation rate | 82.5% | 72.1%+10.3pp | 78.8%+3.7pp | 68.7%+13.8pp |
| Annual return | 4.40% | 5.22%-0.8pp | 10.68%-6.3pp | 2041.45%-2037.1pp |
| Employer contribution / active EE | $0 | $2,021-100.0% | $3,587-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,621 | $3,143-48.4% | $4,320-62.5% | $3,192-49.2% |
| Admin fee / account holder | $6,820 | $4,265+59.9% | $6,269+8.8% | $4,297+58.7% |