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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 | $27,797 | $108,825-74.5% | $156,181-82.2% | $82,448-66.3% |
| Participation rate | 100.0% | 72.4%+27.6pp | 78.8%+21.2pp | 68.1%+31.9pp |
| Annual return | 14.58% | 20.59%-6.0pp | 64.87%-50.3pp | 41.64%-27.1pp |
| Employer contribution / active EE | $0 | $2,870-100.0% | $4,294-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,318 | $4,577-49.4% | $6,132-62.2% | $4,139-44.0% |
| Admin fee / account holder | $2,745 | $9,341-70.6% | $14,586-81.2% | $7,234-62.1% |