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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 | $17,420 | $77,358-77.5% | $102,184-83.0% | $87,485-80.1% |
| Participation rate | 87.9% | 78.7%+9.2pp | 82.6%+5.3pp | 68.9%+18.9pp |
| Annual return | 40.80% | 41.11%-0.3pp | 31.58%+9.2pp | 26.06%+14.7pp |
| Employer contribution / active EE | $0 | $2,562-100.0% | $3,594-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $8,508 | $6,753+26.0% | $8,309+2.4% | $4,274+99.1% |
| Admin fee / account holder | $4,506 | $6,809-33.8% | $11,609-61.2% | $7,775-42.0% |