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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 | $18,512 | $93,598-80.2% | $135,974-86.4% | $75,173-75.4% |
| Participation rate | 93.5% | 75.2%+18.4pp | 81.9%+11.6pp | 67.2%+26.3pp |
| Annual return | 24.04% | 30.89%-6.9pp | 68.30%-44.3pp | 160.72%-136.7pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $5,673 | $6,405-11.4% | $7,760-26.9% | $4,126+37.5% |
| Admin fee / account holder | $1,002 | $6,978-85.6% | $10,767-90.7% | $5,651-82.3% |