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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 | $106,524-80.3% | $152,301-86.2% | $87,485-76.0% |
| Participation rate | 82.1% | 75.8%+6.4pp | 82.4%-0.3pp | 68.9%+13.2pp |
| Annual return | 18.27% | 26.89%-8.6pp | 80.50%-62.2pp | 26.06%-7.8pp |
| Employer contribution / active EE | $0 | $3,371-100.0% | $4,624-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,605 | $6,525-60.1% | $8,004-67.4% | $4,274-39.0% |
| Admin fee / account holder | $655 | $8,287-92.1% | $14,398-95.4% | $7,775-91.6% |