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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 | $18,068 | $93,617-80.7% | $135,982-86.7% | $75,177-76.0% |
| Participation rate | 94.6% | 75.2%+19.4pp | 81.9%+12.7pp | 67.2%+27.4pp |
| Annual return | 24.89% | 30.89%-6.0pp | 68.32%-43.4pp | 160.75%-135.9pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $6,501 | $6,406+1.5% | $7,760-16.2% | $4,126+57.5% |
| Admin fee / account holder | $1,677 | $6,980-76.0% | $10,767-84.4% | $5,651-70.3% |