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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 | $19,489 | $106,749-81.7% | $145,433-86.6% | $82,448-76.4% |
| Participation rate | 93.1% | 75.6%+17.5pp | 82.1%+11.0pp | 68.1%+25.0pp |
| Annual return | 20.19% | 27.59%-7.4pp | 66.58%-46.4pp | 41.64%-21.4pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $7,650 | $6,519+17.4% | $7,897-3.1% | $4,139+84.8% |
| Admin fee / account holder | $1,607 | $8,390-80.8% | $13,129-87.8% | $7,234-77.8% |