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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 | $23,578 | $100,194-76.5% | $122,979-80.8% | $86,983-72.9% |
| Participation rate | 85.7% | 73.0%+12.7pp | 77.2%+8.5pp | 69.5%+16.2pp |
| Annual return | 20.49% | 16.47%+4.0pp | 20.12%+0.4pp | 25.83%-5.3pp |
| Employer contribution / active EE | $0 | $2,326-100.0% | $3,062-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $7,907 | $4,133+91.3% | $5,003+58.0% | $4,194+88.5% |
| Admin fee / account holder | $338 | $10,148-96.7% | $12,864-97.4% | $7,856-95.7% |