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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 | $18,690 | $138,393-86.5% | $184,256-89.9% | $80,959-76.9% |
| Participation rate | 82.7% | 83.9%-1.2pp | 86.8%-4.1pp | 67.7%+15.0pp |
| Annual return | 15.14% | 20.01%-4.9pp | 28.85%-13.7pp | 35.67%-20.5pp |
| Employer contribution / active EE | $0 | $4,847-100.0% | $6,427-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $7,230 | $7,076+2.2% | $9,133-20.8% | $4,300+68.1% |
| Admin fee / account holder | $4,985 | $10,489-52.5% | $13,899-64.1% | $6,925-28.0% |