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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 | $20,978 | $83,061-74.7% | $126,068-83.4% | $94,015-77.7% |
| Participation rate | 91.5% | 81.2%+10.3pp | 84.7%+6.8pp | 70.8%+20.7pp |
| Annual return | 18.39% | 20.41%-2.0pp | 15.01%+3.4pp | 17.84%+0.5pp |
| Employer contribution / active EE | $0 | $2,864-100.0% | $3,968-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $6,625 | $7,042-5.9% | $8,214-19.3% | $4,249+55.9% |
| Admin fee / account holder | $1,330 | $7,208-81.5% | $18,264-92.7% | $8,951-85.1% |