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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 | $106,524-78.7% | $152,301-85.1% | $87,485-74.1% |
| Participation rate | 82.8% | 75.8%+7.0pp | 82.4%+0.3pp | 68.9%+13.8pp |
| Annual return | 21.03% | 26.89%-5.9pp | 80.50%-59.5pp | 26.06%-5.0pp |
| Employer contribution / active EE | $0 | $3,371-100.0% | $4,624-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $10,443 | $6,525+60.0% | $8,004+30.5% | $4,274+144.4% |
| Admin fee / account holder | $5,068 | $8,287-38.8% | $14,398-64.8% | $7,775-34.8% |