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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 | $25,896 | $101,798-74.6% | $165,071-84.3% | $80,935-68.0% |
| Participation rate | 93.6% | 71.8%+21.8pp | 78.6%+15.0pp | 67.7%+25.9pp |
| Annual return | 12.31% | 16.73%-4.4pp | 70.17%-57.9pp | 35.66%-23.3pp |
| Employer contribution / active EE | $0 | $2,954-100.0% | $4,347-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $5,497 | $4,476+22.8% | $6,035-8.9% | $4,299+27.9% |
| Admin fee / account holder | $1,076 | $8,221-86.9% | $12,695-91.5% | $6,924-84.5% |