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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 | $23,517 | $95,404-75.4% | $113,397-79.3% | $82,637-71.5% |
| Participation rate | 72.7% | 72.8%-0.1pp | 76.5%-3.8pp | 68.1%+4.7pp |
| Annual return | 18.71% | 19.08%-0.4pp | 23.20%-4.5pp | 53.51%-34.8pp |
| Employer contribution / active EE | $0 | $2,307-100.0% | $2,977-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $3,219 | $4,220-23.7% | $5,076-36.6% | $4,126-22.0% |
| Admin fee / account holder | $2,365 | $9,168-74.2% | $11,957-80.2% | $7,339-67.8% |