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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 | $23,359 | $95,404-75.5% | $113,397-79.4% | $82,637-71.7% |
| Participation rate | 72.9% | 72.8%+0.1pp | 76.5%-3.6pp | 68.1%+4.9pp |
| Annual return | 16.14% | 19.08%-2.9pp | 23.20%-7.1pp | 53.51%-37.4pp |
| Employer contribution / active EE | $0 | $2,307-100.0% | $2,977-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $3,107 | $4,220-26.4% | $5,076-38.8% | $4,126-24.7% |
| Admin fee / account holder | $1,989 | $9,168-78.3% | $11,957-83.4% | $7,339-72.9% |