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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 | $43,051 | $149,446-71.2% | $256,809-83.2% | $94,015-54.2% |
| Participation rate | 92.4% | 85.3%+7.1pp | 88.5%+3.9pp | 70.8%+21.6pp |
| Annual return | 19.22% | 17.55%+1.7pp | 32.73%-13.5pp | 17.84%+1.4pp |
| Employer contribution / active EE | $0 | $4,596-100.0% | $7,263-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $9,375 | $6,491+44.4% | $9,520-1.5% | $4,249+120.6% |
| Admin fee / account holder | $4,463 | $24,035-81.4% | $25,146-82.3% | $8,951-50.1% |