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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 | $106,864-88.5% | $147,318-91.7% | $82,637-85.1% |
| Participation rate | 70.4% | 75.5%-5.1pp | 82.1%-11.7pp | 68.1%+2.3pp |
| Annual return | 17.05% | 27.49%-10.4pp | 70.43%-53.4pp | 53.51%-36.5pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,593-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $5,653 | $6,496-13.0% | $7,906-28.5% | $4,126+37.0% |
| Admin fee / account holder | $15,119 | $8,415+79.7% | $13,708+10.3% | $7,339+106.0% |