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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 | $18,234 | $73,787-75.3% | $98,716-81.5% | $82,448-77.9% |
| Participation rate | 70.1% | 61.4%+8.7pp | 69.3%+0.9pp | 68.1%+2.1pp |
| Annual return | 12.75% | 18.57%-5.8pp | 31.81%-19.1pp | 41.64%-28.9pp |
| Employer contribution / active EE | $0 | $1,511-100.0% | $2,279-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,787 | $3,081-42.0% | $4,048-55.9% | $4,139-56.8% |
| Admin fee / account holder | $1,861 | $6,500-71.4% | $8,703-78.6% | $7,234-74.3% |