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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 | $16,830 | $67,606-75.1% | $82,313-79.6% | $70,124-76.0% |
| Participation rate | 84.0% | 72.8%+11.2pp | 76.9%+7.1pp | 69.5%+14.5pp |
| Annual return | 53.15% | 21.57%+31.6pp | 25.88%+27.3pp | 73.14%-20.0pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,558 | $2,987-14.4% | $3,706-31.0% | $3,332-23.2% |
| Admin fee / account holder | $2,048 | $4,512-54.6% | $5,608-63.5% | $4,645-55.9% |