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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 | $21,530 | $106,524-79.8% | $152,301-85.9% | $87,485-75.4% |
| Participation rate | 76.9% | 75.8%+1.2pp | 82.4%-5.5pp | 68.9%+8.0pp |
| Annual return | 21.18% | 26.89%-5.7pp | 80.50%-59.3pp | 26.06%-4.9pp |
| Employer contribution / active EE | $0 | $3,371-100.0% | $4,624-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $6,755 | $6,525+3.5% | $8,004-15.6% | $4,274+58.1% |
| Admin fee / account holder | $4,808 | $8,287-42.0% | $14,398-66.6% | $7,775-38.2% |