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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 | $19,028 | $99,875-80.9% | $146,866-87.0% | $86,983-78.1% |
| Participation rate | 91.4% | 75.8%+15.6pp | 82.5%+8.9pp | 69.5%+21.9pp |
| Annual return | 27.80% | 28.10%-0.3pp | 102.85%-75.1pp | 25.83%+2.0pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $4,425-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $12,555 | $6,322+98.6% | $7,759+61.8% | $4,194+199.4% |
| Admin fee / account holder | $2,504 | $7,838-68.1% | $13,620-81.6% | $7,856-68.1% |