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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 | $106,864-81.7% | $147,318-86.7% | $82,637-76.3% |
| Participation rate | 72.4% | 75.5%-3.1pp | 82.1%-9.7pp | 68.1%+4.4pp |
| Annual return | 19.01% | 27.49%-8.5pp | 70.43%-51.4pp | 53.51%-34.5pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,593-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $7,786 | $6,496+19.9% | $7,906-1.5% | $4,126+88.7% |
| Admin fee / account holder | $12,872 | $8,415+53.0% | $13,708-6.1% | $7,339+75.4% |