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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 | $27,684 | $83,061-66.7% | $126,068-78.0% | $94,015-70.6% |
| Participation rate | 92.8% | 81.2%+11.6pp | 84.7%+8.1pp | 70.8%+21.9pp |
| Annual return | 29.24% | 20.41%+8.8pp | 15.01%+14.2pp | 17.84%+11.4pp |
| Employer contribution / active EE | $0 | $2,864-100.0% | $3,968-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $9,600 | $7,042+36.3% | $8,214+16.9% | $4,249+125.9% |
| Admin fee / account holder | $1,907 | $7,208-73.5% | $18,264-89.6% | $8,951-78.7% |