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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 | $140,669 | $252,625-44.3% | $220,144-36.1% | $382,429-63.2% |
| Participation rate | 100.0% | 88.1%+11.9pp | 84.8%+15.2pp | 87.7%+12.3pp |
| Annual return | 10.95% | -1.59%+12.5pp | -0.63%+11.6pp | 248.85%-237.9pp |
| Employer contribution / active EE | $5,476 | $7,607-28.0% | $6,623-17.3% | $8,036-31.9% |
| Participant deferral / active EE | $0 | $4,939-100.0% | $4,718-100.0% | $5,727-100.0% |
| Admin fee / account holder | $21,517 | $17,846+20.6% | $15,617+37.8% | $30,732-30.0% |