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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 | $17,050 | $54,541-68.7% | $78,778-78.4% | $70,126-75.7% |
| Participation rate | 100.0% | 60.8%+39.2pp | 69.2%+30.8pp | 69.5%+30.5pp |
| Annual return | 12.22% | 21.07%-8.8pp | 35.62%-23.4pp | 73.15%-60.9pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,051 | $2,210-7.2% | $2,958-30.7% | $3,332-38.5% |
| Admin fee / account holder | $2,430 | $3,709-34.5% | $5,134-52.7% | $4,645-47.7% |