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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 | $25,644 | $95,404-73.1% | $113,397-77.4% | $82,637-69.0% |
| Participation rate | 95.7% | 72.8%+22.9pp | 76.5%+19.2pp | 68.1%+27.7pp |
| Annual return | 20.84% | 19.08%+1.8pp | 23.20%-2.4pp | 53.51%-32.7pp |
| Employer contribution / active EE | $0 | $2,307-100.0% | $2,977-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $7,699 | $4,220+82.5% | $5,076+51.7% | $4,126+86.6% |
| Admin fee / account holder | $850 | $9,168-90.7% | $11,957-92.9% | $7,339-88.4% |