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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 | $18,922 | $96,052-80.3% | $118,106-84.0% | $87,485-78.4% |
| Participation rate | 93.1% | 77.0%+16.1pp | 81.9%+11.2pp | 68.9%+24.2pp |
| Annual return | 41.48% | 24.16%+17.3pp | 19.44%+22.0pp | 26.06%+15.4pp |
| Employer contribution / active EE | $0 | $3,939-100.0% | $4,698-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $13,501 | $5,793+133.0% | $6,619+104.0% | $4,274+215.9% |
| Admin fee / account holder | $5,454 | $7,618-28.4% | $8,973-39.2% | $7,775-29.9% |