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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 | $26,113 | $142,972-81.7% | $214,702-87.8% | $86,983-70.0% |
| Participation rate | 88.7% | 84.9%+3.9pp | 87.5%+1.2pp | 69.5%+19.2pp |
| Annual return | 38.13% | 18.49%+19.6pp | 54.55%-16.4pp | 25.83%+12.3pp |
| Employer contribution / active EE | $0 | $4,635-100.0% | $6,461-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $4,755 | $6,568-27.6% | $9,147-48.0% | $4,194+13.4% |
| Admin fee / account holder | $1,721 | $17,617-90.2% | $19,830-91.3% | $7,856-78.1% |