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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 | $19,973 | $106,749-81.3% | $145,433-86.3% | $82,448-75.8% |
| Participation rate | 89.1% | 75.6%+13.5pp | 82.1%+7.0pp | 68.1%+21.1pp |
| Annual return | 29.96% | 27.59%+2.4pp | 66.58%-36.6pp | 41.64%-11.7pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $4,399 | $6,519-32.5% | $7,897-44.3% | $4,139+6.3% |
| Admin fee / account holder | $2,817 | $8,390-66.4% | $13,129-78.5% | $7,234-61.1% |