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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 | $71,353-78.9% | $92,805-83.8% | $86,983-82.7% |
| Participation rate | 79.0% | 80.9%-1.8pp | 83.5%-4.5pp | 69.5%+9.5pp |
| Annual return | 21.02% | 44.68%-23.7pp | 31.59%-10.6pp | 25.83%-4.8pp |
| Employer contribution / active EE | $0 | $2,468-100.0% | $3,424-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $4,696 | $6,966-32.6% | $8,448-44.4% | $4,194+12.0% |
| Admin fee / account holder | $931 | $6,099-84.7% | $10,911-91.5% | $7,856-88.2% |