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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 | $37,640 | $146,267-74.3% | $197,124-80.9% | $82,448-54.3% |
| Participation rate | 96.4% | 84.0%+12.4pp | 86.7%+9.7pp | 68.1%+28.4pp |
| Annual return | 21.25% | 29.61%-8.4pp | 44.34%-23.1pp | 41.64%-20.4pp |
| Employer contribution / active EE | $0 | $4,723-100.0% | $6,227-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $15,192 | $7,035+116.0% | $9,135+66.3% | $4,139+267.0% |
| Admin fee / account holder | $1,558 | $14,422-89.2% | $16,298-90.4% | $7,234-78.5% |