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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 | $18,037 | $106,864-83.1% | $147,318-87.8% | $82,637-78.2% |
| Participation rate | 92.5% | 75.5%+17.0pp | 82.1%+10.4pp | 68.1%+24.4pp |
| Annual return | 24.11% | 27.49%-3.4pp | 70.43%-46.3pp | 53.51%-29.4pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,593-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $7,804 | $6,496+20.1% | $7,906-1.3% | $4,126+89.1% |
| Admin fee / account holder | $5,061 | $8,415-39.9% | $13,708-63.1% | $7,339-31.0% |