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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 | $186,886 | $288,797-35.3% | $239,577-22.0% | $382,429-51.1% |
| Participation rate | 100.0% | 85.8%+14.2pp | 82.1%+17.9pp | 87.7%+12.3pp |
| Annual return | 21.50% | -3.30%+24.8pp | -0.70%+22.2pp | 248.85%-227.4pp |
| Employer contribution / active EE | $2,933 | $8,558-65.7% | $7,232-59.5% | $8,036-63.5% |
| Participant deferral / active EE | $9,395 | $6,420+46.3% | $5,676+65.5% | $5,727+64.0% |
| Admin fee / account holder | $28,980 | $18,649+55.4% | $19,315+50.0% | $30,732-5.7% |