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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 | $145,431-82.0% | $211,142-87.6% | $87,485-70.2% |
| Participation rate | 88.7% | 84.7%+4.0pp | 87.3%+1.4pp | 68.9%+19.8pp |
| Annual return | 38.13% | 27.21%+10.9pp | 46.84%-8.7pp | 26.06%+12.1pp |
| Employer contribution / active EE | $0 | $4,662-100.0% | $6,442-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,755 | $6,859-30.7% | $9,284-48.8% | $4,274+11.3% |
| Admin fee / account holder | $1,721 | $17,052-89.9% | $19,076-91.0% | $7,775-77.9% |