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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 | $74,535-77.0% | $100,712-83.0% | $82,637-79.2% |
| Participation rate | 81.1% | 61.2%+19.9pp | 69.3%+11.8pp | 68.1%+13.0pp |
| Annual return | 21.91% | 18.92%+3.0pp | 33.27%-11.4pp | 53.51%-31.6pp |
| Employer contribution / active EE | $3 | $1,503-99.8% | $2,313-99.8% | $2,552-99.9% |
| Participant deferral / active EE | $1,693 | $3,074-44.9% | $4,085-58.6% | $4,126-59.0% |
| Admin fee / account holder | $4,898 | $6,576-25.5% | $9,256-47.1% | $7,339-33.3% |