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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 | $15,040 | $78,197-80.8% | $98,090-84.7% | $82,637-81.8% |
| Participation rate | 79.0% | 77.5%+1.6pp | 81.5%-2.5pp | 68.1%+11.0pp |
| Annual return | 21.02% | 40.25%-19.2pp | 37.05%-16.0pp | 53.51%-32.5pp |
| Employer contribution / active EE | $0 | $2,605-100.0% | $3,606-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $4,696 | $6,636-29.2% | $7,845-40.1% | $4,126+13.8% |
| Admin fee / account holder | $931 | $14,832-93.7% | $11,815-92.1% | $7,339-87.3% |