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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 | $18,483 | $78,197-76.4% | $98,090-81.2% | $82,637-77.6% |
| Participation rate | 88.2% | 77.5%+10.8pp | 81.5%+6.7pp | 68.1%+20.2pp |
| Annual return | 29.60% | 40.25%-10.6pp | 37.05%-7.4pp | 53.51%-23.9pp |
| Employer contribution / active EE | $0 | $2,605-100.0% | $3,606-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $7,659 | $6,636+15.4% | $7,845-2.4% | $4,126+85.6% |
| Admin fee / account holder | $11,825 | $14,832-20.3% | $11,815+0.1% | $7,339+61.1% |