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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 | $18,287 | $98,760-81.5% | $149,715-87.8% | $79,858-77.1% |
| Participation rate | 94.1% | 75.8%+18.3pp | 82.5%+11.6pp | 69.6%+24.5pp |
| Annual return | 27.05% | 27.43%-0.4pp | 276.66%-249.6pp | 31.72%-4.7pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,645-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $7,348 | $5,681+29.3% | $6,842+7.4% | $3,740+96.5% |
| Admin fee / account holder | $566 | $6,053-90.6% | $9,310-93.9% | $5,306-89.3% |