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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 | $143,969-86.2% | $199,883-90.1% | $82,637-76.0% |
| Participation rate | 82.9% | 84.1%-1.2pp | 86.8%-3.8pp | 68.1%+14.9pp |
| Annual return | 31.25% | 25.67%+5.6pp | 43.81%-12.6pp | 53.51%-22.3pp |
| Employer contribution / active EE | $0 | $4,632-100.0% | $6,261-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $5,740 | $6,937-17.3% | $9,138-37.2% | $4,126+39.1% |
| Admin fee / account holder | $575 | $14,597-96.1% | $17,268-96.7% | $7,339-92.2% |