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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 | $30,503 | $111,335-72.6% | $214,702-85.8% | $65,306-53.3% |
| Participation rate | 73.1% | 77.5%-4.4pp | 87.5%-14.4pp | 57.7%+15.4pp |
| Annual return | 30.04% | 22.64%+7.4pp | 54.55%-24.5pp | 21.94%+8.1pp |
| Employer contribution / active EE | $0 | $3,806-100.0% | $6,461-100.0% | $1,967-100.0% |
| Participant deferral / active EE | $7,454 | $5,927+25.8% | $9,147-18.5% | $2,959+151.9% |
| Admin fee / account holder | $3,844 | $5,028-23.6% | $19,830-80.6% | $3,480+10.5% |