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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 | $91,760-83.8% | $156,181-90.5% | $67,986-78.1% |
| Participation rate | 77.9% | 65.0%+12.9pp | 78.8%-1.0pp | 57.2%+20.7pp |
| Annual return | 21.69% | 18.14%+3.6pp | 64.87%-43.2pp | 31.67%-10.0pp |
| Employer contribution / active EE | $0 | $2,419-100.0% | $4,294-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $3,799 | $3,960-4.1% | $6,132-38.1% | $3,358+13.1% |
| Admin fee / account holder | $2,417 | $3,949-38.8% | $14,586-83.4% | $3,203-24.5% |