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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 | $22,195 | $81,208-72.7% | $98,920-77.6% | $79,852-72.2% |
| Participation rate | 74.1% | 72.5%+1.6pp | 76.0%-2.0pp | 69.6%+4.4pp |
| Annual return | 14.46% | 60.99%-46.5pp | 196.47%-182.0pp | 31.72%-17.3pp |
| Employer contribution / active EE | $0 | $1,960-100.0% | $2,689-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,206 | $3,265-1.8% | $4,245-24.5% | $3,740-14.3% |
| Admin fee / account holder | $2,140 | $6,013-64.4% | $6,643-67.8% | $5,306-59.7% |