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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 | $22,994 | $145,431-84.2% | $211,142-89.1% | $87,485-73.7% |
| Participation rate | 93.9% | 84.7%+9.2pp | 87.3%+6.6pp | 68.9%+25.0pp |
| Annual return | 20.94% | 27.21%-6.3pp | 46.84%-25.9pp | 26.06%-5.1pp |
| Employer contribution / active EE | $0 | $4,662-100.0% | $6,442-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $8,543 | $6,859+24.6% | $9,284-8.0% | $4,274+99.9% |
| Admin fee / account holder | $2,409 | $17,052-85.9% | $19,076-87.4% | $7,775-69.0% |