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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 | $20,958 | $106,864-80.4% | $147,318-85.8% | $82,637-74.6% |
| Participation rate | 82.1% | 75.5%+6.6pp | 82.1%+0.1pp | 68.1%+14.1pp |
| Annual return | 18.27% | 27.49%-9.2pp | 70.43%-52.2pp | 53.51%-35.2pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,593-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $2,605 | $6,496-59.9% | $7,906-67.0% | $4,126-36.9% |
| Admin fee / account holder | $655 | $8,415-92.2% | $13,708-95.2% | $7,339-91.1% |