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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 | $21,267 | $106,749-80.1% | $145,433-85.4% | $82,448-74.2% |
| Participation rate | 86.6% | 75.6%+10.9pp | 82.1%+4.5pp | 68.1%+18.5pp |
| Annual return | 28.62% | 27.59%+1.0pp | 66.58%-38.0pp | 41.64%-13.0pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $6,094 | $6,519-6.5% | $7,897-22.8% | $4,139+47.2% |
| Admin fee / account holder | $1,242 | $8,390-85.2% | $13,129-90.5% | $7,234-82.8% |