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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 | $23,671 | $78,425-69.8% | $95,956-75.3% | $79,858-70.4% |
| Participation rate | 93.8% | 73.5%+20.3pp | 77.1%+16.7pp | 69.6%+24.1pp |
| Annual return | 21.98% | 19.37%+2.6pp | 91.63%-69.7pp | 31.72%-9.7pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,144 | $3,440-8.6% | $4,167-24.6% | $3,740-15.9% |
| Admin fee / account holder | $518 | $5,622-90.8% | $6,797-92.4% | $5,306-90.2% |