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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 | $19,098 | $106,749-82.1% | $145,433-86.9% | $82,448-76.8% |
| Participation rate | 84.8% | 75.6%+9.2pp | 82.1%+2.7pp | 68.1%+16.8pp |
| Annual return | 30.78% | 27.59%+3.2pp | 66.58%-35.8pp | 41.64%-10.9pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $8,371 | $6,519+28.4% | $7,897+6.0% | $4,139+102.2% |
| Admin fee / account holder | $2,200 | $8,390-73.8% | $13,129-83.2% | $7,234-69.6% |