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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 | $21,531 | $83,061-74.1% | $126,068-82.9% | $94,015-77.1% |
| Participation rate | 81.5% | 81.2%+0.3pp | 84.7%-3.2pp | 70.8%+10.7pp |
| Annual return | 27.86% | 20.41%+7.4pp | 15.01%+12.8pp | 17.84%+10.0pp |
| Employer contribution / active EE | $0 | $2,864-100.0% | $3,968-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $6,415 | $7,042-8.9% | $8,214-21.9% | $4,249+51.0% |
| Admin fee / account holder | $471 | $7,208-93.5% | $18,264-97.4% | $8,951-94.7% |