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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 | $19,087 | $62,086-69.3% | $90,259-78.9% | $64,340-70.3% |
| Participation rate | 74.0% | 53.9%+20.2pp | 70.7%+3.3pp | 55.2%+18.8pp |
| Annual return | 13.02% | 16.73%-3.7pp | 18.88%-5.9pp | 24.14%-11.1pp |
| Employer contribution / active EE | $0 | $1,883-100.0% | $2,291-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $1,003 | $2,557-60.8% | $3,827-73.8% | $2,980-66.3% |
| Admin fee / account holder | $4,359 | $3,317+31.4% | $7,267-40.0% | $3,703+17.7% |