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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 | $106,749-83.1% | $145,433-87.6% | $82,448-78.1% |
| Participation rate | 92.5% | 75.6%+16.9pp | 82.1%+10.4pp | 68.1%+24.4pp |
| Annual return | 24.11% | 27.59%-3.5pp | 66.58%-42.5pp | 41.64%-17.5pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $7,804 | $6,519+19.7% | $7,897-1.2% | $4,139+88.5% |
| Admin fee / account holder | $5,061 | $8,390-39.7% | $13,129-61.4% | $7,234-30.0% |