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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 | $19,827 | $142,972-86.1% | $214,702-90.8% | $86,983-77.2% |
| Participation rate | 82.9% | 84.9%-1.9pp | 87.5%-4.5pp | 69.5%+13.4pp |
| Annual return | 31.25% | 18.49%+12.8pp | 54.55%-23.3pp | 25.83%+5.4pp |
| Employer contribution / active EE | $0 | $4,635-100.0% | $6,461-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $5,740 | $6,568-12.6% | $9,147-37.2% | $4,194+36.9% |
| Admin fee / account holder | $575 | $17,617-96.7% | $19,830-97.1% | $7,856-92.7% |