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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 | $38,239 | $138,393-72.4% | $184,256-79.2% | $80,959-52.8% |
| Participation rate | 95.5% | 83.9%+11.6pp | 86.8%+8.6pp | 67.7%+27.8pp |
| Annual return | 20.99% | 20.01%+1.0pp | 28.85%-7.9pp | 35.67%-14.7pp |
| Employer contribution / active EE | $0 | $4,847-100.0% | $6,427-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $12,269 | $7,076+73.4% | $9,133+34.3% | $4,300+185.3% |
| Admin fee / account holder | $4,737 | $10,489-54.8% | $13,899-65.9% | $6,925-31.6% |