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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 | $99,875-81.9% | $146,866-87.7% | $86,983-79.3% |
| Participation rate | 92.5% | 75.8%+16.7pp | 82.5%+10.0pp | 69.5%+23.0pp |
| Annual return | 24.11% | 28.10%-4.0pp | 102.85%-78.7pp | 25.83%-1.7pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $4,425-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $7,804 | $6,322+23.4% | $7,759+0.6% | $4,194+86.1% |
| Admin fee / account holder | $5,061 | $7,838-35.4% | $13,620-62.8% | $7,856-35.6% |