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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 | $45,487 | $128,603-64.6% | $197,124-76.9% | $67,986-33.1% |
| Participation rate | 70.3% | 81.7%-11.4pp | 86.7%-16.4pp | 57.2%+13.1pp |
| Annual return | 20.88% | 23.77%-2.9pp | 44.34%-23.5pp | 31.67%-10.8pp |
| Employer contribution / active EE | $0 | $4,379-100.0% | $6,227-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $4,383 | $6,840-35.9% | $9,135-52.0% | $3,358+30.5% |
| Admin fee / account holder | $1,339 | $3,035-55.9% | $16,298-91.8% | $3,203-58.2% |