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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 | $23,016 | $95,453-75.9% | $112,040-79.5% | $82,448-72.1% |
| Participation rate | 78.8% | 72.8%+6.0pp | 76.5%+2.3pp | 68.1%+10.7pp |
| Annual return | 27.10% | 23.92%+3.2pp | 24.52%+2.6pp | 41.64%-14.5pp |
| Employer contribution / active EE | $0 | $2,318-100.0% | $2,954-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $9,038 | $4,224+114.0% | $5,098+77.3% | $4,139+118.3% |
| Admin fee / account holder | $1,916 | $9,013-78.7% | $12,098-84.2% | $7,234-73.5% |