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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 | $20,691 | $51,244-59.6% | $80,977-74.4% | $55,167-62.5% |
| Participation rate | 73.9% | 71.7%+2.2pp | 75.8%-1.9pp | 69.0%+4.9pp |
| Annual return | 7.83% | 17.39%-9.6pp | 17.11%-9.3pp | 169.23%-161.4pp |
| Employer contribution / active EE | $0 | $1,770-100.0% | $3,715-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $2,831 | $4,418-35.9% | $5,696-50.3% | $3,054-7.3% |
| Admin fee / account holder | $908 | $398+128.2% | $5,517-83.5% | $504+80.3% |