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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 | $17,928 | $58,851-69.5% | $115,170-84.4% | $72,975-75.4% |
| Participation rate | 100.0% | 65.5%+34.5pp | 75.9%+24.1pp | 69.5%+30.5pp |
| Annual return | 29.38% | 23.16%+6.2pp | 35.60%-6.2pp | 81.01%-51.6pp |
| Employer contribution / active EE | $0 | $1,798-100.0% | $3,179-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $7,894 | $2,643+198.7% | $4,169+89.3% | $3,608+118.8% |
| Admin fee / account holder | $508 | $6,370-92.0% | $7,089-92.8% | $5,124-90.1% |