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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 | $15,240 | $46,688-67.4% | $189,758-92.0% | $69,733-78.1% |
| Participation rate | 87.3% | 61.7%+25.6pp | 79.8%+7.5pp | 62.5%+24.9pp |
| Annual return | 28.09% | 14.35%+13.7pp | 52.62%-24.5pp | 15.22%+12.9pp |
| Employer contribution / active EE | $0 | $1,695-100.0% | $4,767-100.0% | $2,250-100.0% |
| Participant deferral / active EE | $5,119 | $2,143+138.9% | $5,856-12.6% | $3,054+67.6% |
| Admin fee / account holder | $3,273 | $1,700+92.5% | $20,388-83.9% | $3,102+5.5% |