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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 | $12,027 | $48,078-75.0% | $78,676-84.7% | $62,881-80.9% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.6%+26.4pp | 69.3%+30.7pp |
| Annual return | 14.24% | 31.36%-17.1pp | 62.19%-47.9pp | 20.14%-5.9pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $2,850-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,212 | $2,587-14.5% | $3,517-37.1% | $3,203-30.9% |
| Admin fee / account holder | $2,057 | $3,206-35.8% | $4,510-54.4% | $4,296-52.1% |