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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 | $38,019 | $146,267-74.0% | $197,124-80.7% | $82,448-53.9% |
| Participation rate | 94.7% | 84.0%+10.7pp | 86.7%+8.0pp | 68.1%+26.7pp |
| Annual return | 26.06% | 29.61%-3.6pp | 44.34%-18.3pp | 41.64%-15.6pp |
| Employer contribution / active EE | $0 | $4,723-100.0% | $6,227-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $12,016 | $7,035+70.8% | $9,135+31.5% | $4,139+190.3% |
| Admin fee / account holder | $7,001 | $14,422-51.5% | $16,298-57.0% | $7,234-3.2% |