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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 | $98,547-84.9% | $216,567-93.1% | $69,733-78.7% |
| Participation rate | 77.9% | 68.4%+9.5pp | 81.6%-3.8pp | 62.5%+15.4pp |
| Annual return | 21.69% | 14.25%+7.4pp | 12.94%+8.7pp | 15.22%+6.5pp |
| Employer contribution / active EE | $0 | $2,660-100.0% | $5,216-100.0% | $2,250-100.0% |
| Participant deferral / active EE | $3,799 | $3,496+8.7% | $6,191-38.6% | $3,054+24.4% |
| Admin fee / account holder | $2,417 | $4,094-41.0% | $21,981-89.0% | $3,102-22.1% |