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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 | $76,834-76.3% | $108,359-83.2% | $87,485-79.2% |
| Participation rate | 70.1% | 61.7%+8.4pp | 70.1%0pp | 68.9%+1.2pp |
| Annual return | 12.75% | 19.09%-6.3pp | 36.89%-24.1pp | 26.06%-13.3pp |
| Employer contribution / active EE | $0 | $1,556-100.0% | $2,399-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,787 | $3,100-42.4% | $4,137-56.8% | $4,274-58.2% |
| Admin fee / account holder | $1,861 | $6,537-71.5% | $9,741-80.9% | $7,775-76.1% |