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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 | $32,581 | $95,453-65.9% | $112,040-70.9% | $82,448-60.5% |
| Participation rate | 74.3% | 72.8%+1.5pp | 76.5%-2.2pp | 68.1%+6.2pp |
| Annual return | 12.66% | 23.92%-11.3pp | 24.52%-11.9pp | 41.64%-29.0pp |
| Employer contribution / active EE | $0 | $2,318-100.0% | $2,954-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $4,481 | $4,224+6.1% | $5,098-12.1% | $4,139+8.3% |
| Admin fee / account holder | $3,742 | $9,013-58.5% | $12,098-69.1% | $7,234-48.3% |