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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 | $29,057 | $223,823-87.0% | $211,142-86.2% | $154,746-81.2% |
| Participation rate | 86.7% | 87.9%-1.2pp | 87.3%-0.6pp | 80.7%+6.0pp |
| Annual return | 16.74% | 50.39%-33.7pp | 46.84%-30.1pp | 172.34%-155.6pp |
| Employer contribution / active EE | $0 | $6,787-100.0% | $6,442-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $7,109 | $9,750-27.1% | $9,284-23.4% | $6,730+5.6% |
| Admin fee / account holder | $12,374 | $19,707-37.2% | $19,076-35.1% | $14,365-13.9% |