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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 | $77,358-75.2% | $102,184-81.2% | $87,485-78.1% |
| Participation rate | 100.0% | 78.7%+21.3pp | 82.6%+17.4pp | 68.9%+31.1pp |
| Annual return | 29.72% | 41.11%-11.4pp | 31.58%-1.9pp | 26.06%+3.7pp |
| Employer contribution / active EE | $0 | $2,562-100.0% | $3,594-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $9,487 | $6,753+40.5% | $8,309+14.2% | $4,274+122.0% |
| Admin fee / account holder | $1,926 | $6,809-71.7% | $11,609-83.4% | $7,775-75.2% |