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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 | $22,205 | $106,749-79.2% | $145,433-84.7% | $82,448-73.1% |
| Participation rate | 93.9% | 75.6%+18.2pp | 82.1%+11.8pp | 68.1%+25.8pp |
| Annual return | 19.77% | 27.59%-7.8pp | 66.58%-46.8pp | 41.64%-21.9pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $5,108 | $6,519-21.6% | $7,897-35.3% | $4,139+23.4% |
| Admin fee / account holder | $1,012 | $8,390-87.9% | $13,129-92.3% | $7,234-86.0% |