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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 | $14,971 | $99,875-85.0% | $146,866-89.8% | $86,983-82.8% |
| Participation rate | 91.4% | 75.8%+15.6pp | 82.5%+8.9pp | 69.5%+21.9pp |
| Annual return | 24.31% | 28.10%-3.8pp | 102.85%-78.5pp | 25.83%-1.5pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $4,425-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $7,611 | $6,322+20.4% | $7,759-1.9% | $4,194+81.5% |
| Admin fee / account holder | $1,603 | $7,838-79.6% | $13,620-88.2% | $7,856-79.6% |