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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 | $20,382 | $88,672-77.0% | $105,223-80.6% | $82,448-75.3% |
| Participation rate | 96.6% | 67.9%+28.6pp | 75.0%+21.5pp | 68.1%+28.5pp |
| Annual return | 13.58% | 30.86%-17.3pp | 180.65%-167.1pp | 41.64%-28.1pp |
| Employer contribution / active EE | $0 | $3,048-100.0% | $3,689-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,610 | $4,036-10.6% | $5,072-28.8% | $4,139-12.8% |
| Admin fee / account holder | $4,001 | $7,146-44.0% | $8,859-54.8% | $7,234-44.7% |