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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 | $71,353-74.1% | $92,805-80.1% | $86,983-78.8% |
| Participation rate | 88.2% | 80.9%+7.4pp | 83.5%+4.7pp | 69.5%+18.7pp |
| Annual return | 29.60% | 44.68%-15.1pp | 31.59%-2.0pp | 25.83%+3.8pp |
| Employer contribution / active EE | $0 | $2,468-100.0% | $3,424-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $7,659 | $6,966+9.9% | $8,448-9.3% | $4,194+82.6% |
| Admin fee / account holder | $11,825 | $6,099+93.9% | $10,911+8.4% | $7,856+50.5% |