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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 | $123,478-76.4% | $216,567-86.5% | $94,015-69.0% |
| Participation rate | 93.5% | 75.1%+18.4pp | 81.6%+11.9pp | 70.8%+22.7pp |
| Annual return | 20.19% | 23.61%-3.4pp | 12.94%+7.2pp | 17.84%+2.3pp |
| Employer contribution / active EE | $0 | $3,136-100.0% | $5,216-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $5,191 | $4,556+13.9% | $6,191-16.1% | $4,249+22.2% |
| Admin fee / account holder | $1,036 | $12,753-91.9% | $21,981-95.3% | $8,951-88.4% |