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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 | $107,421-80.2% | $182,262-88.3% | $94,015-77.4% |
| Participation rate | 86.6% | 77.8%+8.8pp | 84.2%+2.4pp | 70.8%+15.8pp |
| Annual return | 28.62% | 21.32%+7.3pp | 140.60%-112.0pp | 17.84%+10.8pp |
| Employer contribution / active EE | $0 | $3,448-100.0% | $5,046-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $6,094 | $6,558-7.1% | $8,276-26.4% | $4,249+43.4% |
| Admin fee / account holder | $1,242 | $8,692-85.7% | $16,712-92.6% | $8,951-86.1% |