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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 | $28,112 | $114,712-75.5% | $173,730-83.8% | $87,485-67.9% |
| Participation rate | 82.9% | 73.0%+9.9pp | 79.6%+3.3pp | 68.9%+13.9pp |
| Annual return | 19.13% | 20.18%-1.1pp | 19.96%-0.8pp | 26.06%-6.9pp |
| Employer contribution / active EE | $0 | $2,904-100.0% | $4,577-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,249 | $4,642-30.0% | $6,326-48.6% | $4,274-24.0% |
| Admin fee / account holder | $548 | $10,210-94.6% | $17,523-96.9% | $7,775-93.0% |