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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 | $22,421 | $109,359-79.5% | $162,177-86.2% | $72,975-69.3% |
| Participation rate | 81.7% | 84.3%-2.6pp | 87.6%-5.9pp | 69.5%+12.2pp |
| Annual return | 21.32% | 25.46%-4.1pp | 115.60%-94.3pp | 81.01%-59.7pp |
| Employer contribution / active EE | $0 | $3,907-100.0% | $5,613-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $4,225 | $5,481-22.9% | $7,297-42.1% | $3,608+17.1% |
| Admin fee / account holder | $1,725 | $7,972-78.4% | $10,843-84.1% | $5,124-66.3% |