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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 | $19,868 | $106,524-81.3% | $152,301-87.0% | $87,485-77.3% |
| Participation rate | 82.4% | 75.8%+6.6pp | 82.4%-0.1pp | 68.9%+13.4pp |
| Annual return | 17.34% | 26.89%-9.5pp | 80.50%-63.2pp | 26.06%-8.7pp |
| Employer contribution / active EE | $0 | $3,371-100.0% | $4,624-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $6,837 | $6,525+4.8% | $8,004-14.6% | $4,274+60.0% |
| Admin fee / account holder | $3,599 | $8,287-56.6% | $14,398-75.0% | $7,775-53.7% |