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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 | $19,677 | $77,574-74.6% | $108,753-81.9% | $86,983-77.4% |
| Participation rate | 86.7% | 62.3%+24.4pp | 71.1%+15.6pp | 69.5%+17.1pp |
| Annual return | 26.33% | 18.42%+7.9pp | 37.47%-11.1pp | 25.83%+0.5pp |
| Employer contribution / active EE | $0 | $1,611-100.0% | $2,427-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $5,182 | $3,128+65.7% | $4,115+25.9% | $4,194+23.6% |
| Admin fee / account holder | $352 | $6,529-94.6% | $10,320-96.6% | $7,856-95.5% |