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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 | $28,906 | $146,267-80.2% | $197,124-85.3% | $82,448-64.9% |
| Participation rate | 89.7% | 84.0%+5.6pp | 86.7%+2.9pp | 68.1%+21.6pp |
| Annual return | 24.30% | 29.61%-5.3pp | 44.34%-20.0pp | 41.64%-17.3pp |
| Employer contribution / active EE | $0 | $4,723-100.0% | $6,227-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $7,556 | $7,035+7.4% | $9,135-17.3% | $4,139+82.6% |
| Admin fee / account holder | $768 | $14,422-94.7% | $16,298-95.3% | $7,234-89.4% |