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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 | $20,810 | $146,267-85.8% | $197,124-89.4% | $82,448-74.8% |
| Participation rate | 86.7% | 84.0%+2.7pp | 86.7%0pp | 68.1%+18.6pp |
| Annual return | 19.52% | 29.61%-10.1pp | 44.34%-24.8pp | 41.64%-22.1pp |
| Employer contribution / active EE | $1,218 | $4,723-74.2% | $6,227-80.4% | $2,551-52.3% |
| Participant deferral / active EE | $7,781 | $7,035+10.6% | $9,135-14.8% | $4,139+88.0% |
| Admin fee / account holder | $2,103 | $14,422-85.4% | $16,298-87.1% | $7,234-70.9% |