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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 | $18,445 | $94,031-80.4% | $115,768-84.1% | $82,448-77.6% |
| Participation rate | 87.2% | 70.4%+16.8pp | 74.4%+12.8pp | 68.1%+19.1pp |
| Annual return | 14.89% | 20.61%-5.7pp | 100.46%-85.6pp | 41.64%-26.7pp |
| Employer contribution / active EE | $0 | $2,323-100.0% | $2,940-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,721 | $3,972-31.5% | $4,917-44.7% | $4,139-34.3% |
| Admin fee / account holder | $2,235 | $10,249-78.2% | $12,439-82.0% | $7,234-69.1% |