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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 | $36,579 | $109,359-66.6% | $162,171-77.4% | $72,983-49.9% |
| Participation rate | 72.7% | 84.3%-11.5pp | 87.6%-14.8pp | 69.5%+3.2pp |
| Annual return | 29.89% | 25.46%+4.4pp | 115.60%-85.7pp | 81.01%-51.1pp |
| Employer contribution / active EE | $0 | $3,907-100.0% | $5,613-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,564 | $5,481-35.0% | $7,297-51.2% | $3,608-1.2% |
| Admin fee / account holder | $1,203 | $7,972-84.9% | $10,843-88.9% | $5,124-76.5% |