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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 | $89,259-77.2% | $107,187-81.0% | $82,637-75.3% |
| Participation rate | 96.6% | 67.9%+28.6pp | 75.0%+21.5pp | 68.1%+28.5pp |
| Annual return | 13.58% | 21.02%-7.4pp | 204.55%-191.0pp | 53.51%-39.9pp |
| Employer contribution / active EE | $0 | $3,080-100.0% | $3,782-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $3,610 | $4,037-10.6% | $5,096-29.2% | $4,126-12.5% |
| Admin fee / account holder | $4,001 | $7,381-45.8% | $9,162-56.3% | $7,339-45.5% |