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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 | $21,134 | $106,524-80.2% | $152,301-86.1% | $87,485-75.8% |
| Participation rate | 86.1% | 75.8%+10.4pp | 82.4%+3.7pp | 68.9%+17.2pp |
| Annual return | 28.67% | 26.89%+1.8pp | 80.50%-51.8pp | 26.06%+2.6pp |
| Employer contribution / active EE | $0 | $3,371-100.0% | $4,624-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $8,876 | $6,525+36.0% | $8,004+10.9% | $4,274+107.7% |
| Admin fee / account holder | $2,532 | $8,287-69.4% | $14,398-82.4% | $7,775-67.4% |