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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 | $145,431-80.1% | $211,142-86.3% | $87,485-67.0% |
| Participation rate | 89.7% | 84.7%+4.9pp | 87.3%+2.4pp | 68.9%+20.7pp |
| Annual return | 24.30% | 27.21%-2.9pp | 46.84%-22.5pp | 26.06%-1.8pp |
| Employer contribution / active EE | $0 | $4,662-100.0% | $6,442-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $7,556 | $6,859+10.2% | $9,284-18.6% | $4,274+76.8% |
| Admin fee / account holder | $768 | $17,052-95.5% | $19,076-96.0% | $7,775-90.1% |