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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 | $95,453-71.7% | $112,040-75.9% | $82,448-67.2% |
| Participation rate | 88.2% | 72.8%+15.5pp | 76.5%+11.7pp | 68.1%+20.2pp |
| Annual return | 41.15% | 23.92%+17.2pp | 24.52%+16.6pp | 41.64%-0.5pp |
| Employer contribution / active EE | $0 | $2,318-100.0% | $2,954-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $9,032 | $4,224+113.8% | $5,098+77.2% | $4,139+118.2% |
| Admin fee / account holder | $3,126 | $9,013-65.3% | $12,098-74.2% | $7,234-56.8% |