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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 | $14,712 | $77,460-81.0% | $100,378-85.3% | $80,925-81.8% |
| Participation rate | 77.8% | 76.9%+0.8pp | 81.5%-3.7pp | 67.7%+10.1pp |
| Annual return | 25.40% | 37.24%-11.8pp | 49.41%-24.0pp | 35.65%-10.2pp |
| Employer contribution / active EE | $0 | $2,801-100.0% | $3,942-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $4,407 | $6,818-35.4% | $8,087-45.5% | $4,299+2.5% |
| Admin fee / account holder | $753 | $5,887-87.2% | $7,899-90.5% | $6,940-89.1% |