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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 | $12,594 | $55,713-77.4% | $75,894-83.4% | $72,983-82.7% |
| Participation rate | 84.6% | 61.1%+23.5pp | 69.3%+15.3pp | 69.5%+15.1pp |
| Annual return | 24.12% | 27.60%-3.5pp | 30.76%-6.6pp | 81.01%-56.9pp |
| Employer contribution / active EE | $0 | $1,687-100.0% | $2,501-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,049 | $2,634-22.2% | $3,603-43.1% | $3,608-43.2% |
| Admin fee / account holder | $1,652 | $3,980-58.5% | $5,420-69.5% | $5,124-67.8% |