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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 | $77,358-72.9% | $102,184-79.5% | $87,485-76.0% |
| Participation rate | 91.5% | 78.7%+12.8pp | 82.6%+8.9pp | 68.9%+22.6pp |
| Annual return | 18.39% | 41.11%-22.7pp | 31.58%-13.2pp | 26.06%-7.7pp |
| Employer contribution / active EE | $0 | $2,562-100.0% | $3,594-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $6,625 | $6,753-1.9% | $8,309-20.3% | $4,274+55.0% |
| Admin fee / account holder | $1,330 | $6,809-80.5% | $11,609-88.5% | $7,775-82.9% |