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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 | $107,421-81.1% | $182,262-88.9% | $94,015-78.5% |
| Participation rate | 84.6% | 77.8%+6.8pp | 84.2%+0.4pp | 70.8%+13.8pp |
| Annual return | 22.52% | 21.32%+1.2pp | 140.60%-118.1pp | 17.84%+4.7pp |
| Employer contribution / active EE | $0 | $3,448-100.0% | $5,046-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $8,676 | $6,558+32.3% | $8,276+4.8% | $4,249+104.2% |
| Admin fee / account holder | $4,074 | $8,692-53.1% | $16,712-75.6% | $8,951-54.5% |