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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 | $23,235 | $138,393-83.2% | $184,256-87.4% | $80,959-71.3% |
| Participation rate | 91.2% | 83.9%+7.3pp | 86.8%+4.4pp | 67.7%+23.5pp |
| Annual return | 33.21% | 20.01%+13.2pp | 28.85%+4.4pp | 35.67%-2.5pp |
| Employer contribution / active EE | $0 | $4,847-100.0% | $6,427-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $9,210 | $7,076+30.1% | $9,133+0.8% | $4,300+114.2% |
| Admin fee / account holder | $324 | $10,489-96.9% | $13,899-97.7% | $6,925-95.3% |