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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 | $14,871 | $95,904-84.5% | $173,730-91.4% | $64,340-76.9% |
| Participation rate | 77.9% | 60.6%+17.3pp | 79.6%-1.7pp | 55.2%+22.6pp |
| Annual return | 21.69% | 17.47%+4.2pp | 19.96%+1.7pp | 24.14%-2.5pp |
| Employer contribution / active EE | $0 | $2,323-100.0% | $4,577-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $3,799 | $3,488+8.9% | $6,326-40.0% | $2,980+27.5% |
| Admin fee / account holder | $2,417 | $5,089-52.5% | $17,523-86.2% | $3,703-34.7% |