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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 | $191,446 | $295,923-35.3% | $239,403-20.0% | $382,429-49.9% |
| Participation rate | 85.7% | 87.1%-1.4pp | 82.2%+3.5pp | 87.7%-2.0pp |
| Annual return | 14.16% | 1.75%+12.4pp | 3.34%+10.8pp | 248.85%-234.7pp |
| Employer contribution / active EE | $2,857 | $5,859-51.2% | $4,656-38.6% | $8,036-64.4% |
| Participant deferral / active EE | $0 | $4,814-100.0% | $4,239-100.0% | $5,727-100.0% |
| Admin fee / account holder | $7,639 | $26,025-70.6% | $21,121-63.8% | $30,732-75.1% |