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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 | $25,158 | $83,061-69.7% | $126,068-80.0% | $94,015-73.2% |
| Participation rate | 88.5% | 81.2%+7.3pp | 84.7%+3.8pp | 70.8%+17.6pp |
| Annual return | 16.86% | 20.41%-3.6pp | 15.01%+1.8pp | 17.84%-1.0pp |
| Employer contribution / active EE | $0 | $2,864-100.0% | $3,968-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $4,572 | $7,042-35.1% | $8,214-44.3% | $4,249+7.6% |
| Admin fee / account holder | $557 | $7,208-92.3% | $18,264-96.9% | $8,951-93.8% |