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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 | $21,678 | $76,834-71.8% | $108,359-80.0% | $87,485-75.2% |
| Participation rate | 80.0% | 61.7%+18.3pp | 70.1%+9.9pp | 68.9%+11.1pp |
| Annual return | 20.23% | 19.09%+1.1pp | 36.89%-16.7pp | 26.06%-5.8pp |
| Employer contribution / active EE | $0 | $1,556-100.0% | $2,399-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $6,287 | $3,100+102.8% | $4,137+52.0% | $4,274+47.1% |
| Admin fee / account holder | $1,217 | $6,537-81.4% | $9,741-87.5% | $7,775-84.3% |