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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 | $16,460 | $77,358-78.7% | $102,184-83.9% | $87,485-81.2% |
| Participation rate | 79.4% | 78.7%+0.7pp | 82.6%-3.2pp | 68.9%+10.5pp |
| Annual return | 19.80% | 41.11%-21.3pp | 31.58%-11.8pp | 26.06%-6.3pp |
| Employer contribution / active EE | $0 | $2,562-100.0% | $3,594-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $6,318 | $6,753-6.4% | $8,309-24.0% | $4,274+47.8% |
| Admin fee / account holder | $1,402 | $6,809-79.4% | $11,609-87.9% | $7,775-82.0% |