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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 | $29,688 | $108,825-72.7% | $156,181-81.0% | $82,448-64.0% |
| Participation rate | 92.6% | 72.4%+20.2pp | 78.8%+13.8pp | 68.1%+24.5pp |
| Annual return | 17.08% | 20.59%-3.5pp | 64.87%-47.8pp | 41.64%-24.6pp |
| Employer contribution / active EE | $0 | $2,870-100.0% | $4,294-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,638 | $4,577-42.4% | $6,132-57.0% | $4,139-36.3% |
| Admin fee / account holder | $1,257 | $9,341-86.5% | $14,586-91.4% | $7,234-82.6% |