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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 | $27,054 | $104,098-74.0% | $140,514-80.7% | $94,015-71.2% |
| Participation rate | 88.2% | 73.7%+14.5pp | 77.8%+10.4pp | 70.8%+17.4pp |
| Annual return | 41.15% | 15.14%+26.0pp | 14.36%+26.8pp | 17.84%+23.3pp |
| Employer contribution / active EE | $0 | $2,388-100.0% | $3,378-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $9,032 | $4,033+124.0% | $4,919+83.6% | $4,249+112.6% |
| Admin fee / account holder | $3,126 | $10,439-70.0% | $13,697-77.2% | $8,951-65.1% |