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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 | $35,538 | $109,359-67.5% | $162,185-78.1% | $72,976-51.3% |
| Participation rate | 75.7% | 84.3%-8.6pp | 87.6%-11.9pp | 69.5%+6.2pp |
| Annual return | 22.23% | 25.46%-3.2pp | 115.61%-93.4pp | 81.02%-58.8pp |
| Employer contribution / active EE | $0 | $3,907-100.0% | $5,613-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,281 | $5,481-40.1% | $7,297-55.0% | $3,608-9.0% |
| Admin fee / account holder | $398 | $7,972-95.0% | $10,844-96.3% | $5,124-92.2% |