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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 | $15,588 | $73,955-78.9% | $96,520-83.8% | $75,181-79.3% |
| Participation rate | 71.8% | 66.4%+5.3pp | 74.3%-2.6pp | 67.2%+4.6pp |
| Annual return | 15.38% | 26.72%-11.3pp | 35.72%-20.3pp | 160.69%-145.3pp |
| Employer contribution / active EE | $0 | $2,930-100.0% | $3,739-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,324 | $3,659-36.5% | $4,879-52.4% | $4,126-43.7% |
| Admin fee / account holder | $2,500 | $5,217-52.1% | $6,733-62.9% | $5,650-55.8% |