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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 | $19,221 | $78,520-75.5% | $96,576-80.1% | $82,448-76.7% |
| Participation rate | 90.0% | 77.7%+12.3pp | 81.4%+8.6pp | 68.1%+21.9pp |
| Annual return | 45.49% | 41.30%+4.2pp | 38.47%+7.0pp | 41.64%+3.8pp |
| Employer contribution / active EE | $0 | $2,630-100.0% | $3,553-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $5,795 | $6,754-14.2% | $7,956-27.2% | $4,139+40.0% |
| Admin fee / account holder | $770 | $13,455-94.3% | $11,381-93.2% | $7,234-89.4% |