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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 | $143,969-73.6% | $199,883-81.0% | $82,637-54.0% |
| Participation rate | 94.7% | 84.1%+10.6pp | 86.8%+8.0pp | 68.1%+26.7pp |
| Annual return | 26.06% | 25.67%+0.4pp | 43.81%-17.8pp | 53.51%-27.5pp |
| Employer contribution / active EE | $0 | $4,632-100.0% | $6,261-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $12,016 | $6,937+73.2% | $9,138+31.5% | $4,126+191.2% |
| Admin fee / account holder | $7,001 | $14,597-52.0% | $17,268-59.5% | $7,339-4.6% |