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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 | $29,559 | $142,972-79.3% | $214,702-86.2% | $86,983-66.0% |
| Participation rate | 91.5% | 84.9%+6.6pp | 87.5%+4.0pp | 69.5%+21.9pp |
| Annual return | 28.33% | 18.49%+9.8pp | 54.55%-26.2pp | 25.83%+2.5pp |
| Employer contribution / active EE | $0 | $4,635-100.0% | $6,461-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $9,987 | $6,568+52.1% | $9,147+9.2% | $4,194+138.1% |
| Admin fee / account holder | $6,579 | $17,617-62.7% | $19,830-66.8% | $7,856-16.2% |