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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 | $15,376 | $142,972-89.2% | $214,702-92.8% | $86,983-82.3% |
| Participation rate | 76.2% | 84.9%-8.7pp | 87.5%-11.3pp | 69.5%+6.6pp |
| Annual return | 32.08% | 18.49%+13.6pp | 54.55%-22.5pp | 25.83%+6.2pp |
| Employer contribution / active EE | $0 | $4,635-100.0% | $6,461-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $6,730 | $6,568+2.5% | $9,147-26.4% | $4,194+60.5% |
| Admin fee / account holder | $831 | $17,617-95.3% | $19,830-95.8% | $7,856-89.4% |