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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 | $12,276 | $106,749-88.5% | $145,433-91.6% | $82,448-85.1% |
| Participation rate | 70.4% | 75.6%-5.3pp | 82.1%-11.7pp | 68.1%+2.3pp |
| Annual return | 17.05% | 27.59%-10.5pp | 66.58%-49.5pp | 41.64%-24.6pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $5,653 | $6,519-13.3% | $7,897-28.4% | $4,139+36.6% |
| Admin fee / account holder | $15,119 | $8,390+80.2% | $13,129+15.2% | $7,234+109.0% |