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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 | $22,652 | $95,453-76.3% | $112,040-79.8% | $82,448-72.5% |
| Participation rate | 72.0% | 72.8%-0.8pp | 76.5%-4.5pp | 68.1%+3.9pp |
| Annual return | 29.43% | 23.92%+5.5pp | 24.52%+4.9pp | 41.64%-12.2pp |
| Employer contribution / active EE | $0 | $2,318-100.0% | $2,954-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $10,868 | $4,224+157.3% | $5,098+113.2% | $4,139+162.6% |
| Admin fee / account holder | $1,581 | $9,013-82.5% | $12,098-86.9% | $7,234-78.1% |