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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 | $13,826 | $72,012-80.8% | $185,827-92.6% | $79,858-82.7% |
| Participation rate | 82.4% | 65.8%+16.6pp | 78.0%+4.3pp | 69.6%+12.7pp |
| Annual return | 14.70% | 23.12%-8.4pp | 35.96%-21.3pp | 31.72%-17.0pp |
| Employer contribution / active EE | $0 | $1,965-100.0% | $4,087-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,534 | $3,779+20.0% | $5,633-19.5% | $3,740+21.2% |
| Admin fee / account holder | $2,990 | $4,513-33.7% | $9,502-68.5% | $5,306-43.7% |