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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 | $18,006 | $93,598-80.8% | $135,974-86.8% | $75,173-76.0% |
| Participation rate | 87.9% | 75.2%+12.7pp | 81.9%+6.0pp | 67.2%+20.7pp |
| Annual return | 21.63% | 30.89%-9.3pp | 68.30%-46.7pp | 160.72%-139.1pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $8,385 | $6,405+30.9% | $7,760+8.0% | $4,126+103.2% |
| Admin fee / account holder | $4,270 | $6,978-38.8% | $10,767-60.3% | $5,651-24.4% |