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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 | $46,547 | $128,603-63.8% | $197,124-76.4% | $67,986-31.5% |
| Participation rate | 93.2% | 81.7%+11.5pp | 86.7%+6.5pp | 57.2%+36.0pp |
| Annual return | 29.07% | 23.77%+5.3pp | 44.34%-15.3pp | 31.67%-2.6pp |
| Employer contribution / active EE | $0 | $4,379-100.0% | $6,227-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $8,328 | $6,840+21.7% | $9,135-8.8% | $3,358+148.0% |
| Admin fee / account holder | $4,324 | $3,035+42.5% | $16,298-73.5% | $3,203+35.0% |