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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 | $42,031 | $275,752-84.8% | $256,809-83.6% | $198,609-78.8% |
| Participation rate | 91.3% | 89.2%+2.1pp | 88.5%+2.8pp | 82.4%+8.9pp |
| Annual return | 19.15% | 34.81%-15.7pp | 32.73%-13.6pp | 202.70%-183.6pp |
| Employer contribution / active EE | $0 | $7,721-100.0% | $7,263-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $8,144 | $10,037-18.9% | $9,520-14.5% | $6,977+16.7% |
| Admin fee / account holder | $4,717 | $25,716-81.7% | $25,146-81.2% | $19,030-75.2% |