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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 | $114,712-74.6% | $173,730-83.2% | $87,485-66.7% |
| Participation rate | 93.5% | 73.0%+20.6pp | 79.6%+14.0pp | 68.9%+24.6pp |
| Annual return | 20.19% | 20.18%0pp | 19.96%+0.2pp | 26.06%-5.9pp |
| Employer contribution / active EE | $0 | $2,904-100.0% | $4,577-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $5,191 | $4,642+11.8% | $6,326-17.9% | $4,274+21.5% |
| Admin fee / account holder | $1,036 | $10,210-89.9% | $17,523-94.1% | $7,775-86.7% |