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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 | $16,069 | $88,672-81.9% | $105,223-84.7% | $82,448-80.5% |
| Participation rate | 76.0% | 67.9%+8.1pp | 75.0%+1.0pp | 68.1%+7.9pp |
| Annual return | 19.38% | 30.86%-11.5pp | 180.65%-161.3pp | 41.64%-22.3pp |
| Employer contribution / active EE | $0 | $3,048-100.0% | $3,689-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,919 | $4,036-2.9% | $5,072-22.7% | $4,139-5.3% |
| Admin fee / account holder | $580 | $7,146-91.9% | $8,859-93.5% | $7,234-92.0% |