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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 | $17,791 | $72,269-75.4% | $101,271-82.4% | $79,852-77.7% |
| Participation rate | 95.5% | 68.5%+27.0pp | 75.8%+19.6pp | 69.6%+25.8pp |
| Annual return | 11.46% | 22.29%-10.8pp | 46.48%-35.0pp | 31.72%-20.3pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,141 | $3,282-4.3% | $4,371-28.1% | $3,740-16.0% |
| Admin fee / account holder | $2,870 | $4,401-34.8% | $5,948-51.7% | $5,306-45.9% |