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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 | $24,102 | $83,485-71.1% | $125,180-80.7% | $72,983-67.0% |
| Participation rate | 86.1% | 73.3%+12.8pp | 79.8%+6.3pp | 69.5%+16.6pp |
| Annual return | 20.55% | 25.78%-5.2pp | 43.79%-23.2pp | 81.01%-60.5pp |
| Employer contribution / active EE | $0 | $2,346-100.0% | $3,866-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $4,871 | $3,586+35.9% | $4,937-1.3% | $3,608+35.0% |
| Admin fee / account holder | $3,466 | $5,518-37.2% | $9,703-64.3% | $5,124-32.4% |