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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 | $37,669 | $142,972-73.7% | $214,702-82.5% | $86,983-56.7% |
| Participation rate | 93.8% | 84.9%+8.9pp | 87.5%+6.3pp | 69.5%+24.2pp |
| Annual return | 36.39% | 18.49%+17.9pp | 54.55%-18.2pp | 25.83%+10.6pp |
| Employer contribution / active EE | $0 | $4,635-100.0% | $6,461-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $17,738 | $6,568+170.1% | $9,147+93.9% | $4,194+323.0% |
| Admin fee / account holder | $11,807 | $17,617-33.0% | $19,830-40.5% | $7,856+50.3% |