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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 | $19,161 | $99,875-80.8% | $146,866-87.0% | $86,983-78.0% |
| Participation rate | 92.9% | 75.8%+17.1pp | 82.5%+10.3pp | 69.5%+23.3pp |
| Annual return | 22.66% | 28.10%-5.4pp | 102.85%-80.2pp | 25.83%-3.2pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $4,425-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $4,819 | $6,322-23.8% | $7,759-37.9% | $4,194+14.9% |
| Admin fee / account holder | $533 | $7,838-93.2% | $13,620-96.1% | $7,856-93.2% |