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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 | $18,066 | $77,460-76.7% | $100,378-82.0% | $80,925-77.7% |
| Participation rate | 96.0% | 76.9%+19.1pp | 81.5%+14.5pp | 67.7%+28.3pp |
| Annual return | 18.15% | 37.24%-19.1pp | 49.41%-31.3pp | 35.65%-17.5pp |
| Employer contribution / active EE | $0 | $2,801-100.0% | $3,942-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $9,794 | $6,818+43.6% | $8,087+21.1% | $4,299+127.8% |
| Admin fee / account holder | $2,164 | $5,887-63.2% | $7,899-72.6% | $6,940-68.8% |