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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 | $36,573 | $104,098-64.9% | $140,514-74.0% | $94,015-61.1% |
| Participation rate | 97.4% | 73.7%+23.7pp | 77.8%+19.6pp | 70.8%+26.5pp |
| Annual return | 11.74% | 15.14%-3.4pp | 14.36%-2.6pp | 17.84%-6.1pp |
| Employer contribution / active EE | $0 | $2,388-100.0% | $3,378-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $7,703 | $4,033+91.0% | $4,919+56.6% | $4,249+81.3% |
| Admin fee / account holder | $19,220 | $10,439+84.1% | $13,697+40.3% | $8,951+114.7% |