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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 | $115,931-74.8% | $185,441-84.3% | $86,983-66.5% |
| Participation rate | 93.5% | 73.6%+19.9pp | 80.3%+13.3pp | 69.5%+24.0pp |
| Annual return | 20.19% | 21.47%-1.3pp | 20.16%0pp | 25.83%-5.6pp |
| Employer contribution / active EE | $0 | $2,937-100.0% | $4,672-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $5,191 | $4,551+14.1% | $6,152-15.6% | $4,194+23.8% |
| Admin fee / account holder | $1,036 | $10,687-90.3% | $17,890-94.2% | $7,856-86.8% |