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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 | $100,194-74.4% | $122,979-79.1% | $86,983-70.5% |
| Participation rate | 95.7% | 73.0%+22.8pp | 77.2%+18.6pp | 69.5%+26.2pp |
| Annual return | 20.84% | 16.47%+4.4pp | 20.12%+0.7pp | 25.83%-5.0pp |
| Employer contribution / active EE | $0 | $2,326-100.0% | $3,062-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $7,699 | $4,133+86.3% | $5,003+53.9% | $4,194+83.6% |
| Admin fee / account holder | $850 | $10,148-91.6% | $12,864-93.4% | $7,856-89.2% |