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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 | $27,478 | $83,061-66.9% | $126,068-78.2% | $94,015-70.8% |
| Participation rate | 79.3% | 81.2%-1.9pp | 84.7%-5.4pp | 70.8%+8.5pp |
| Annual return | 17.07% | 20.41%-3.3pp | 15.01%+2.1pp | 17.84%-0.8pp |
| Employer contribution / active EE | $0 | $2,864-100.0% | $3,968-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $6,437 | $7,042-8.6% | $8,214-21.6% | $4,249+51.5% |
| Admin fee / account holder | $1,428 | $7,208-80.2% | $18,264-92.2% | $8,951-84.0% |