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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 | $106,524-81.7% | $152,301-87.2% | $87,485-77.7% |
| Participation rate | 93.1% | 75.8%+17.4pp | 82.4%+10.7pp | 68.9%+24.2pp |
| Annual return | 20.19% | 26.89%-6.7pp | 80.50%-60.3pp | 26.06%-5.9pp |
| Employer contribution / active EE | $0 | $3,371-100.0% | $4,624-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $7,650 | $6,525+17.2% | $8,004-4.4% | $4,274+79.0% |
| Admin fee / account holder | $1,607 | $8,287-80.6% | $14,398-88.8% | $7,775-79.3% |