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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 | $20,803 | $152,612-86.4% | $125,192-83.4% | $152,897-86.4% |
| Participation rate | 80.0% | 83.3%-3.3pp | 79.8%+0.2pp | 82.5%-2.5pp |
| Annual return | 20.41% | 54.85%-34.4pp | 43.79%-23.4pp | 345.43%-325.0pp |
| Employer contribution / active EE | $0 | $4,947-100.0% | $3,866-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,099 | $5,868-64.2% | $4,937-57.5% | $5,851-64.1% |
| Admin fee / account holder | $1,678 | $13,437-87.5% | $9,704-82.7% | $11,599-85.5% |