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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 | $22,654 | $106,749-78.8% | $145,433-84.4% | $82,448-72.5% |
| Participation rate | 82.8% | 75.6%+7.1pp | 82.1%+0.6pp | 68.1%+14.7pp |
| Annual return | 21.03% | 27.59%-6.6pp | 66.58%-45.5pp | 41.64%-20.6pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $10,443 | $6,519+60.2% | $7,897+32.2% | $4,139+152.3% |
| Admin fee / account holder | $5,068 | $8,390-39.6% | $13,129-61.4% | $7,234-29.9% |