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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 | $18,177 | $87,059-79.1% | $105,608-82.8% | $80,925-77.5% |
| Participation rate | 96.1% | 70.4%+25.6pp | 75.3%+20.8pp | 67.7%+28.4pp |
| Annual return | 26.72% | 17.05%+9.7pp | 116.50%-89.8pp | 35.65%-8.9pp |
| Employer contribution / active EE | $0 | $2,396-100.0% | $3,167-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $8,416 | $3,986+111.1% | $5,010+68.0% | $4,299+95.8% |
| Admin fee / account holder | $5,190 | $8,443-38.5% | $11,028-52.9% | $6,940-25.2% |