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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 | $335,627-51.8% | $283,941-43.0% | $428,746-62.3% |
| Participation rate | 83.3% | 89.1%-5.7pp | 87.7%-4.3pp | 88.2%-4.9pp |
| Annual return | 12.67% | 0.21%+12.5pp | 1.70%+11.0pp | 331.92%-319.2pp |
| Employer contribution / active EE | $3,330 | $7,488-55.5% | $6,503-48.8% | $8,363-60.2% |
| Participant deferral / active EE | $12,330 | $5,928+108.0% | $5,606+120.0% | $5,961+106.9% |
| Admin fee / account holder | $21,161 | $33,255-36.4% | $30,380-30.3% | $31,735-33.3% |