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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 | $36,510 | $100,194-63.6% | $122,979-70.3% | $86,983-58.0% |
| Participation rate | 92.2% | 73.0%+19.2pp | 77.2%+15.0pp | 69.5%+22.6pp |
| Annual return | 61.48% | 16.47%+45.0pp | 20.12%+41.4pp | 25.83%+35.6pp |
| Employer contribution / active EE | $0 | $2,326-100.0% | $3,062-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $10,407 | $4,133+151.8% | $5,003+108.0% | $4,194+148.1% |
| Admin fee / account holder | $879 | $10,148-91.3% | $12,864-93.2% | $7,856-88.8% |