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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 | $17,672 | $93,598-81.1% | $135,974-87.0% | $75,173-76.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 27.70% | 30.89%-3.2pp | 68.30%-40.6pp | 160.72%-133.0pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $5,833 | $6,405-8.9% | $7,760-24.8% | $4,126+41.4% |
| Admin fee / account holder | $1,357 | $6,978-80.5% | $10,767-87.4% | $5,651-76.0% |