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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 | $15,128 | $77,358-80.4% | $102,184-85.2% | $87,485-82.7% |
| Participation rate | 86.2% | 78.7%+7.5pp | 82.6%+3.6pp | 68.9%+17.3pp |
| Annual return | 20.31% | 41.11%-20.8pp | 31.58%-11.3pp | 26.06%-5.8pp |
| Employer contribution / active EE | $0 | $2,562-100.0% | $3,594-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,691 | $6,753-30.5% | $8,309-43.5% | $4,274+9.8% |
| Admin fee / account holder | $518 | $6,809-92.4% | $11,609-95.5% | $7,775-93.3% |