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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 | $19,680 | $65,041-69.7% | $90,965-78.4% | $79,858-75.4% |
| Participation rate | 73.3% | 61.6%+11.7pp | 69.0%+4.3pp | 69.6%+3.7pp |
| Annual return | 16.53% | 30.45%-13.9pp | 134.57%-118.0pp | 31.72%-15.2pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,503 | $2,512+39.4% | $3,373+3.8% | $3,740-6.4% |
| Admin fee / account holder | $343 | $4,536-92.4% | $5,960-94.2% | $5,306-93.5% |