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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 | $142,972-73.4% | $214,702-82.3% | $86,983-56.3% |
| Participation rate | 94.7% | 84.9%+9.9pp | 87.5%+7.3pp | 69.5%+25.2pp |
| Annual return | 26.06% | 18.49%+7.6pp | 54.55%-28.5pp | 25.83%+0.2pp |
| Employer contribution / active EE | $0 | $4,635-100.0% | $6,461-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $12,016 | $6,568+82.9% | $9,147+31.4% | $4,194+186.5% |
| Admin fee / account holder | $7,001 | $17,617-60.3% | $19,830-64.7% | $7,856-10.9% |