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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 | $18,707 | $77,460-75.8% | $100,378-81.4% | $80,925-76.9% |
| Participation rate | 88.2% | 76.9%+11.3pp | 81.5%+6.7pp | 67.7%+20.6pp |
| Annual return | 15.53% | 37.24%-21.7pp | 49.41%-33.9pp | 35.65%-20.1pp |
| Employer contribution / active EE | $0 | $2,801-100.0% | $3,942-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $5,108 | $6,818-25.1% | $8,087-36.8% | $4,299+18.8% |
| Admin fee / account holder | $1,355 | $5,887-77.0% | $7,899-82.8% | $6,940-80.5% |