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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 | $34,466 | $87,465-60.6% | $122,979-72.0% | $65,306-47.2% |
| Participation rate | 75.5% | 66.0%+9.5pp | 77.2%-1.7pp | 57.7%+17.8pp |
| Annual return | 16.06% | 19.76%-3.7pp | 20.12%-4.1pp | 21.94%-5.9pp |
| Employer contribution / active EE | $0 | $2,156-100.0% | $3,062-100.0% | $1,967-100.0% |
| Participant deferral / active EE | $2,623 | $3,705-29.2% | $5,003-47.6% | $2,959-11.4% |
| Admin fee / account holder | $1,068 | $5,100-79.1% | $12,864-91.7% | $3,480-69.3% |