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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 | $106,524-79.2% | $152,301-85.4% | $87,485-74.6% |
| Participation rate | 93.9% | 75.8%+18.1pp | 82.4%+11.4pp | 68.9%+24.9pp |
| Annual return | 19.77% | 26.89%-7.1pp | 80.50%-60.7pp | 26.06%-6.3pp |
| Employer contribution / active EE | $0 | $3,371-100.0% | $4,624-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $5,108 | $6,525-21.7% | $8,004-36.2% | $4,274+19.5% |
| Admin fee / account holder | $1,012 | $8,287-87.8% | $14,398-93.0% | $7,775-87.0% |