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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 | $18,290 | $79,961-77.1% | $98,462-81.4% | $75,177-75.7% |
| Participation rate | 91.3% | 70.4%+20.9pp | 75.2%+16.1pp | 67.2%+24.1pp |
| Annual return | 21.63% | 19.75%+1.9pp | 21.17%+0.5pp | 160.75%-139.1pp |
| Employer contribution / active EE | $0 | $2,264-100.0% | $3,049-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $9,477 | $3,753+152.5% | $4,738+100.0% | $4,126+129.7% |
| Admin fee / account holder | $3,451 | $6,842-49.6% | $8,875-61.1% | $5,651-38.9% |