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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 | $161,733 | $375,661-56.9% | $312,151-48.2% | $382,429-57.7% |
| Participation rate | 83.3% | 91.4%-8.0pp | 89.1%-5.7pp | 87.7%-4.4pp |
| Annual return | 12.67% | 0.11%+12.6pp | 1.82%+10.9pp | 248.85%-236.2pp |
| Employer contribution / active EE | $3,330 | $9,697-65.7% | $8,031-58.5% | $8,036-58.6% |
| Participant deferral / active EE | $12,330 | $5,737+114.9% | $5,370+129.6% | $5,727+115.3% |
| Admin fee / account holder | $21,161 | $64,308-67.1% | $51,799-59.1% | $30,732-31.1% |