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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 | $17,450 | $93,598-81.4% | $135,974-87.2% | $75,173-76.8% |
| Participation rate | 91.3% | 75.2%+16.1pp | 81.9%+9.4pp | 67.2%+24.1pp |
| Annual return | 24.50% | 30.89%-6.4pp | 68.30%-43.8pp | 160.72%-136.2pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $8,868 | $6,405+38.4% | $7,760+14.3% | $4,126+114.9% |
| Admin fee / account holder | $869 | $6,978-87.5% | $10,767-91.9% | $5,651-84.6% |