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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 | $21,560 | $123,000-82.5% | $105,582-79.6% | $198,609-89.1% |
| Participation rate | 90.9% | 76.8%+14.1pp | 71.8%+19.1pp | 82.4%+8.5pp |
| Annual return | 19.51% | 18.31%+1.2pp | 18.61%+0.9pp | 202.70%-183.2pp |
| Employer contribution / active EE | $0 | $3,582-100.0% | $2,984-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $9,237 | $5,013+84.3% | $4,353+112.2% | $6,977+32.4% |
| Admin fee / account holder | $4,554 | $16,254-72.0% | $12,856-64.6% | $19,030-76.1% |