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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 | $19,184 | $83,061-76.9% | $126,068-84.8% | $94,015-79.6% |
| Participation rate | 100.0% | 81.2%+18.8pp | 84.7%+15.3pp | 70.8%+29.2pp |
| Annual return | 29.72% | 20.41%+9.3pp | 15.01%+14.7pp | 17.84%+11.9pp |
| Employer contribution / active EE | $0 | $2,864-100.0% | $3,968-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $9,487 | $7,042+34.7% | $8,214+15.5% | $4,249+123.3% |
| Admin fee / account holder | $1,926 | $7,208-73.3% | $18,264-89.5% | $8,951-78.5% |