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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 | $20,660 | $81,403-74.6% | $147,027-85.9% | $87,485-76.4% |
| Participation rate | 84.0% | 63.4%+20.6pp | 73.7%+10.3pp | 68.9%+15.1pp |
| Annual return | 19.94% | 16.51%+3.4pp | 20.23%-0.3pp | 26.06%-6.1pp |
| Employer contribution / active EE | $0 | $2,205-100.0% | $3,626-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,899 | $3,315+47.8% | $4,933-0.7% | $4,274+14.6% |
| Admin fee / account holder | $714 | $6,755-89.4% | $12,223-94.2% | $7,775-90.8% |