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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 | $10,408 | $48,078-78.4% | $78,676-86.8% | $62,881-83.4% |
| Participation rate | 79.3% | 65.2%+14.1pp | 73.6%+5.7pp | 69.3%+10.0pp |
| Annual return | 6.52% | 31.36%-24.8pp | 62.19%-55.7pp | 20.14%-13.6pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $2,850-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,725 | $2,587-33.3% | $3,517-51.0% | $3,203-46.2% |
| Admin fee / account holder | $1,168 | $3,206-63.6% | $4,510-74.1% | $4,296-72.8% |