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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 | $19,395 | $77,358-74.9% | $102,184-81.0% | $87,485-77.8% |
| Participation rate | 92.5% | 78.7%+13.9pp | 82.6%+9.9pp | 68.9%+23.6pp |
| Annual return | 59.26% | 41.11%+18.2pp | 31.58%+27.7pp | 26.06%+33.2pp |
| Employer contribution / active EE | $0 | $2,562-100.0% | $3,594-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $6,046 | $6,753-10.5% | $8,309-27.2% | $4,274+41.5% |
| Admin fee / account holder | $1,488 | $6,809-78.2% | $11,609-87.2% | $7,775-80.9% |