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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 | $20,258 | $106,864-81.0% | $147,318-86.2% | $82,637-75.5% |
| Participation rate | 84.6% | 75.5%+9.1pp | 82.1%+2.6pp | 68.1%+16.6pp |
| Annual return | 22.52% | 27.49%-5.0pp | 70.43%-47.9pp | 53.51%-31.0pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,593-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $8,676 | $6,496+33.6% | $7,906+9.7% | $4,126+110.3% |
| Admin fee / account holder | $4,074 | $8,415-51.6% | $13,708-70.3% | $7,339-44.5% |