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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 | $18,109 | $100,194-81.9% | $122,979-85.3% | $86,983-79.2% |
| Participation rate | 75.0% | 73.0%+2.0pp | 77.2%-2.2pp | 69.5%+5.5pp |
| Annual return | 16.87% | 16.47%+0.4pp | 20.12%-3.2pp | 25.83%-9.0pp |
| Employer contribution / active EE | $0 | $2,326-100.0% | $3,062-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $2,498 | $4,133-39.6% | $5,003-50.1% | $4,194-40.4% |
| Admin fee / account holder | $1,592 | $10,148-84.3% | $12,864-87.6% | $7,856-79.7% |