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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 | $97,550-76.4% | $120,344-80.9% | $87,485-73.7% |
| Participation rate | 78.8% | 72.8%+6.0pp | 76.7%+2.1pp | 68.9%+9.9pp |
| Annual return | 27.10% | 18.41%+8.7pp | 20.30%+6.8pp | 26.06%+1.0pp |
| Employer contribution / active EE | $0 | $2,291-100.0% | $3,020-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $9,038 | $4,230+113.7% | $5,135+76.0% | $4,274+111.5% |
| Admin fee / account holder | $1,916 | $9,543-79.9% | $12,742-85.0% | $7,775-75.4% |