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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 | $20,728 | $86,949-76.2% | $102,460-79.8% | $80,959-74.4% |
| Participation rate | 90.2% | 72.4%+17.9pp | 76.5%+13.7pp | 67.7%+22.6pp |
| Annual return | 12.27% | 18.89%-6.6pp | 29.47%-17.2pp | 35.67%-23.4pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $3,025-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $4,685 | $4,121+13.7% | $5,056-7.3% | $4,300+8.9% |
| Admin fee / account holder | $696 | $8,048-91.3% | $9,460-92.6% | $6,925-89.9% |