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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 | $18,499 | $125,797-85.3% | $170,028-89.1% | $75,181-75.4% |
| Participation rate | 73.4% | 83.6%-10.2pp | 87.0%-13.6pp | 67.2%+6.2pp |
| Annual return | 15.18% | 27.20%-12.0pp | 53.39%-38.2pp | 160.69%-145.5pp |
| Employer contribution / active EE | $0 | $4,616-100.0% | $6,788-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $3,315 | $6,838-51.5% | $10,409-68.2% | $4,126-19.7% |
| Admin fee / account holder | $3,177 | $8,177-61.1% | $12,820-75.2% | $5,650-43.8% |