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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 | $78,520-75.3% | $96,576-79.9% | $82,448-76.5% |
| Participation rate | 92.5% | 77.7%+14.8pp | 81.4%+11.1pp | 68.1%+24.5pp |
| Annual return | 59.26% | 41.30%+18.0pp | 38.47%+20.8pp | 41.64%+17.6pp |
| Employer contribution / active EE | $0 | $2,630-100.0% | $3,553-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $6,046 | $6,754-10.5% | $7,956-24.0% | $4,139+46.1% |
| Admin fee / account holder | $1,488 | $13,455-88.9% | $11,381-86.9% | $7,234-79.4% |