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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 | $83,061-76.6% | $126,068-84.6% | $94,015-79.3% |
| Participation rate | 97.5% | 81.2%+16.3pp | 84.7%+12.8pp | 70.8%+26.7pp |
| Annual return | 24.61% | 20.41%+4.2pp | 15.01%+9.6pp | 17.84%+6.8pp |
| Employer contribution / active EE | $0 | $2,864-100.0% | $3,968-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $3,317 | $7,042-52.9% | $8,214-59.6% | $4,249-21.9% |
| Admin fee / account holder | $379 | $7,208-94.7% | $18,264-97.9% | $8,951-95.8% |