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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 | $29,169 | $108,825-73.2% | $156,181-81.3% | $82,448-64.6% |
| Participation rate | 93.5% | 72.4%+21.2pp | 78.8%+14.7pp | 68.1%+25.5pp |
| Annual return | 20.19% | 20.59%-0.4pp | 64.87%-44.7pp | 41.64%-21.4pp |
| Employer contribution / active EE | $0 | $2,870-100.0% | $4,294-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $5,191 | $4,577+13.4% | $6,132-15.3% | $4,139+25.4% |
| Admin fee / account holder | $1,036 | $9,341-88.9% | $14,586-92.9% | $7,234-85.7% |