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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 | $15,795 | $70,486-77.6% | $100,535-84.3% | $79,856-80.2% |
| Participation rate | 100.0% | 73.6%+26.4pp | 79.4%+20.6pp | 69.6%+30.4pp |
| Annual return | 19.65% | 21.90%-2.2pp | 30.90%-11.2pp | 31.71%-12.1pp |
| Employer contribution / active EE | $0 | $2,165-100.0% | $3,419-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $6,846 | $5,182+32.1% | $6,271+9.2% | $3,741+83.0% |
| Admin fee / account holder | $1,275 | $4,480-71.5% | $8,085-84.2% | $5,306-76.0% |