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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 | $143,969-89.3% | $199,883-92.3% | $82,637-81.4% |
| Participation rate | 76.2% | 84.1%-8.0pp | 86.8%-10.6pp | 68.1%+8.1pp |
| Annual return | 32.08% | 25.67%+6.4pp | 43.81%-11.7pp | 53.51%-21.4pp |
| Employer contribution / active EE | $0 | $4,632-100.0% | $6,261-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $6,730 | $6,937-3.0% | $9,138-26.4% | $4,126+63.1% |
| Admin fee / account holder | $831 | $14,597-94.3% | $17,268-95.2% | $7,339-88.7% |