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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 | $20,258 | $106,749-81.0% | $145,433-86.1% | $82,448-75.4% |
| Participation rate | 84.6% | 75.6%+9.0pp | 82.1%+2.5pp | 68.1%+16.5pp |
| Annual return | 22.52% | 27.59%-5.1pp | 66.58%-44.1pp | 41.64%-19.1pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $8,676 | $6,519+33.1% | $7,897+9.9% | $4,139+109.6% |
| Admin fee / account holder | $4,074 | $8,390-51.4% | $13,129-69.0% | $7,234-43.7% |