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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 | $27,325 | $83,061-67.1% | $126,068-78.3% | $94,015-70.9% |
| Participation rate | 80.0% | 81.2%-1.2pp | 84.7%-4.7pp | 70.8%+9.2pp |
| Annual return | 32.89% | 20.41%+12.5pp | 15.01%+17.9pp | 17.84%+15.0pp |
| Employer contribution / active EE | $0 | $2,864-100.0% | $3,968-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $6,068 | $7,042-13.8% | $8,214-26.1% | $4,249+42.8% |
| Admin fee / account holder | $1,177 | $7,208-83.7% | $18,264-93.6% | $8,951-86.8% |