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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 | $23,655 | $67,602-65.0% | $82,312-71.3% | $70,126-66.3% |
| Participation rate | 74.1% | 72.8%+1.4pp | 76.9%-2.8pp | 69.5%+4.6pp |
| Annual return | 15.49% | 21.57%-6.1pp | 25.88%-10.4pp | 73.15%-57.7pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,551 | $2,987-48.1% | $3,706-58.2% | $3,332-53.5% |
| Admin fee / account holder | $647 | $4,512-85.7% | $5,608-88.5% | $4,645-86.1% |