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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 | $106,864-82.1% | $147,318-87.0% | $82,637-76.8% |
| Participation rate | 92.9% | 75.5%+17.4pp | 82.1%+10.8pp | 68.1%+24.8pp |
| Annual return | 22.66% | 27.49%-4.8pp | 70.43%-47.8pp | 53.51%-30.8pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,593-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $4,819 | $6,496-25.8% | $7,906-39.1% | $4,126+16.8% |
| Admin fee / account holder | $533 | $8,415-93.7% | $13,708-96.1% | $7,339-92.7% |