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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 | $95,404-75.3% | $113,397-79.2% | $82,637-71.5% |
| Participation rate | 85.7% | 72.8%+12.9pp | 76.5%+9.2pp | 68.1%+17.7pp |
| Annual return | 20.49% | 19.08%+1.4pp | 23.20%-2.7pp | 53.51%-33.0pp |
| Employer contribution / active EE | $0 | $2,307-100.0% | $2,977-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $7,907 | $4,220+87.4% | $5,076+55.8% | $4,126+91.6% |
| Admin fee / account holder | $338 | $9,168-96.3% | $11,957-97.2% | $7,339-95.4% |