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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 | $20,290 | $106,749-81.0% | $145,433-86.0% | $82,448-75.4% |
| Participation rate | 91.4% | 75.6%+15.8pp | 82.1%+9.3pp | 68.1%+23.4pp |
| Annual return | 22.51% | 27.59%-5.1pp | 66.58%-44.1pp | 41.64%-19.1pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $4,324 | $6,519-33.7% | $7,897-45.3% | $4,139+4.5% |
| Admin fee / account holder | $538 | $8,390-93.6% | $13,129-95.9% | $7,234-92.6% |