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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 | $19,879 | $87,106-77.2% | $105,607-81.2% | $80,935-75.4% |
| Participation rate | 86.2% | 70.4%+15.8pp | 75.3%+10.9pp | 67.7%+18.5pp |
| Annual return | 25.30% | 17.01%+8.3pp | 116.11%-90.8pp | 35.66%-10.4pp |
| Employer contribution / active EE | $0 | $2,396-100.0% | $3,167-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $4,456 | $3,986+11.8% | $5,011-11.1% | $4,299+3.6% |
| Admin fee / account holder | $2,685 | $8,447-68.2% | $10,958-75.5% | $6,924-61.2% |