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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 | $21,050 | $146,267-85.6% | $197,124-89.3% | $82,448-74.5% |
| Participation rate | 82.8% | 84.0%-1.3pp | 86.7%-4.0pp | 68.1%+14.7pp |
| Annual return | 41.79% | 29.61%+12.2pp | 44.34%-2.6pp | 41.64%+0.1pp |
| Employer contribution / active EE | $0 | $4,723-100.0% | $6,227-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $11,119 | $7,035+58.1% | $9,135+21.7% | $4,139+168.6% |
| Admin fee / account holder | $4,012 | $14,422-72.2% | $16,298-75.4% | $7,234-44.5% |