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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 | $22,088 | $106,524-79.3% | $152,301-85.5% | $87,485-74.8% |
| Participation rate | 87.1% | 75.8%+11.4pp | 82.4%+4.7pp | 68.9%+18.2pp |
| Annual return | 18.10% | 26.89%-8.8pp | 80.50%-62.4pp | 26.06%-8.0pp |
| Employer contribution / active EE | $0 | $3,371-100.0% | $4,624-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,770 | $6,525-26.9% | $8,004-40.4% | $4,274+11.6% |
| Admin fee / account holder | $462 | $8,287-94.4% | $14,398-96.8% | $7,775-94.1% |