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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 | $19,429 | $78,520-75.3% | $96,576-79.9% | $82,448-76.4% |
| Participation rate | 97.5% | 77.7%+19.8pp | 81.4%+16.1pp | 68.1%+29.4pp |
| Annual return | 24.61% | 41.30%-16.7pp | 38.47%-13.9pp | 41.64%-17.0pp |
| Employer contribution / active EE | $0 | $2,630-100.0% | $3,553-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,317 | $6,754-50.9% | $7,956-58.3% | $4,139-19.9% |
| Admin fee / account holder | $379 | $13,455-97.2% | $11,381-96.7% | $7,234-94.8% |