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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 | $22,994 | $149,446-84.6% | $256,809-91.0% | $94,015-75.5% |
| Participation rate | 93.9% | 85.3%+8.6pp | 88.5%+5.4pp | 70.8%+23.1pp |
| Annual return | 20.94% | 17.55%+3.4pp | 32.73%-11.8pp | 17.84%+3.1pp |
| Employer contribution / active EE | $0 | $4,596-100.0% | $7,263-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $8,543 | $6,491+31.6% | $9,520-10.3% | $4,249+101.0% |
| Admin fee / account holder | $2,409 | $24,035-90.0% | $25,146-90.4% | $8,951-73.1% |