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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 | $15,525 | $63,365-75.5% | $91,994-83.1% | $72,975-78.7% |
| Participation rate | 76.3% | 72.5%+3.8pp | 78.6%-2.3pp | 69.5%+6.8pp |
| Annual return | 26.43% | 35.35%-8.9pp | 69.04%-42.6pp | 81.01%-54.6pp |
| Employer contribution / active EE | $0 | $2,116-100.0% | $3,453-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $6,669 | $4,883+36.6% | $5,924+12.6% | $3,608+84.9% |
| Admin fee / account holder | $2,840 | $4,670-39.2% | $7,744-63.3% | $5,124-44.6% |