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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 | $78,520-75.6% | $96,576-80.1% | $82,448-76.7% |
| Participation rate | 100.0% | 77.7%+22.3pp | 81.4%+18.6pp | 68.1%+31.9pp |
| Annual return | 29.72% | 41.30%-11.6pp | 38.47%-8.7pp | 41.64%-11.9pp |
| Employer contribution / active EE | $0 | $2,630-100.0% | $3,553-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $9,487 | $6,754+40.5% | $7,956+19.2% | $4,139+129.2% |
| Admin fee / account holder | $1,926 | $13,455-85.7% | $11,381-83.1% | $7,234-73.4% |