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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 | $24,917 | $86,949-71.3% | $102,460-75.7% | $80,959-69.2% |
| Participation rate | 92.5% | 72.4%+20.1pp | 76.5%+16.0pp | 67.7%+24.8pp |
| Annual return | 18.02% | 18.89%-0.9pp | 29.47%-11.4pp | 35.67%-17.6pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $3,025-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $9,143 | $4,121+121.9% | $5,056+80.8% | $4,300+112.6% |
| Admin fee / account holder | $3,034 | $8,048-62.3% | $9,460-67.9% | $6,925-56.2% |