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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 | $91,120-83.7% | $161,149-90.8% | $64,097-76.8% |
| Participation rate | 77.9% | 62.2%+15.7pp | 78.8%-1.0pp | 55.2%+22.7pp |
| Annual return | 21.69% | 17.95%+3.7pp | 21.16%+0.5pp | 34.64%-13.0pp |
| Employer contribution / active EE | $0 | $2,284-100.0% | $4,360-100.0% | $1,891-100.0% |
| Participant deferral / active EE | $3,799 | $3,708+2.4% | $6,153-38.3% | $3,080+23.3% |
| Admin fee / account holder | $2,417 | $4,535-46.7% | $15,194-84.1% | $3,454-30.0% |