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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 | $143,969-79.5% | $199,883-85.2% | $82,637-64.2% |
| Participation rate | 91.5% | 84.1%+7.3pp | 86.8%+4.7pp | 68.1%+23.4pp |
| Annual return | 28.33% | 25.67%+2.7pp | 43.81%-15.5pp | 53.51%-25.2pp |
| Employer contribution / active EE | $0 | $4,632-100.0% | $6,261-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $9,987 | $6,937+44.0% | $9,138+9.3% | $4,126+142.0% |
| Admin fee / account holder | $6,579 | $14,597-54.9% | $17,268-61.9% | $7,339-10.3% |