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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 | $24,369 | $100,194-75.7% | $122,979-80.2% | $86,983-72.0% |
| Participation rate | 97.1% | 73.0%+24.2pp | 77.2%+20.0pp | 69.5%+27.6pp |
| Annual return | 16.30% | 16.47%-0.2pp | 20.12%-3.8pp | 25.83%-9.5pp |
| Employer contribution / active EE | $0 | $2,326-100.0% | $3,062-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $3,004 | $4,133-27.3% | $5,003-40.0% | $4,194-28.4% |
| Admin fee / account holder | $2,195 | $10,148-78.4% | $12,864-82.9% | $7,856-72.1% |