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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 | $83,898-78.3% | $133,346-86.3% | $94,015-80.6% |
| Participation rate | 70.1% | 63.4%+6.8pp | 72.8%-2.7pp | 70.8%-0.7pp |
| Annual return | 12.75% | 16.00%-3.2pp | 36.85%-24.1pp | 17.84%-5.1pp |
| Employer contribution / active EE | $0 | $1,821-100.0% | $2,853-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $1,787 | $3,245-44.9% | $4,332-58.8% | $4,249-57.9% |
| Admin fee / account holder | $1,861 | $7,809-76.2% | $14,264-87.0% | $8,951-79.2% |