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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 | $142,972-85.3% | $214,702-90.2% | $86,983-75.8% |
| Participation rate | 82.8% | 84.9%-2.1pp | 87.5%-4.7pp | 69.5%+13.2pp |
| Annual return | 41.79% | 18.49%+23.3pp | 54.55%-12.8pp | 25.83%+16.0pp |
| Employer contribution / active EE | $0 | $4,635-100.0% | $6,461-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $11,119 | $6,568+69.3% | $9,147+21.6% | $4,194+165.1% |
| Admin fee / account holder | $4,012 | $17,617-77.2% | $19,830-79.8% | $7,856-48.9% |