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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 | $23,440 | $72,492-67.7% | $87,102-73.1% | $72,983-67.9% |
| Participation rate | 80.6% | 72.8%+7.7pp | 76.9%+3.7pp | 69.5%+11.1pp |
| Annual return | 21.77% | 24.46%-2.7pp | 28.19%-6.4pp | 81.01%-59.2pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,030 | $3,270-7.3% | $4,048-25.2% | $3,608-16.0% |
| Admin fee / account holder | $4,718 | $5,055-6.7% | $7,491-37.0% | $5,124-7.9% |