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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 | $19,549 | $106,524-81.6% | $152,301-87.2% | $87,485-77.7% |
| Participation rate | 72.4% | 75.8%-3.3pp | 82.4%-10.0pp | 68.9%+3.5pp |
| Annual return | 19.01% | 26.89%-7.9pp | 80.50%-61.5pp | 26.06%-7.1pp |
| Employer contribution / active EE | $0 | $3,371-100.0% | $4,624-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $7,786 | $6,525+19.3% | $8,004-2.7% | $4,274+82.2% |
| Admin fee / account holder | $12,872 | $8,287+55.3% | $14,398-10.6% | $7,775+65.6% |