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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 | $18,548 | $72,492-74.4% | $87,102-78.7% | $72,983-74.6% |
| Participation rate | 91.1% | 72.8%+18.3pp | 76.9%+14.2pp | 69.5%+21.6pp |
| Annual return | 27.21% | 24.46%+2.7pp | 28.19%-1.0pp | 81.01%-53.8pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $6,296 | $3,270+92.6% | $4,048+55.5% | $3,608+74.5% |
| Admin fee / account holder | $2,828 | $5,055-44.1% | $7,491-62.2% | $5,124-44.8% |