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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 | $17,151 | $73,787-76.8% | $98,716-82.6% | $82,448-79.2% |
| Participation rate | 81.1% | 61.4%+19.7pp | 69.3%+11.8pp | 68.1%+13.0pp |
| Annual return | 21.91% | 18.57%+3.3pp | 31.81%-9.9pp | 41.64%-19.7pp |
| Employer contribution / active EE | $3 | $1,511-99.8% | $2,279-99.8% | $2,551-99.9% |
| Participant deferral / active EE | $1,693 | $3,081-45.1% | $4,048-58.2% | $4,139-59.1% |
| Admin fee / account holder | $4,898 | $6,500-24.7% | $8,703-43.7% | $7,234-32.3% |