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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 | $23,383 | $125,797-81.4% | $170,057-86.2% | $75,177-68.9% |
| Participation rate | 81.6% | 83.6%-2.0pp | 87.0%-5.4pp | 67.2%+14.4pp |
| Annual return | 32.48% | 27.20%+5.3pp | 53.42%-20.9pp | 160.75%-128.3pp |
| Employer contribution / active EE | $0 | $4,616-100.0% | $6,790-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $12,720 | $6,838+86.0% | $10,411+22.2% | $4,126+208.3% |
| Admin fee / account holder | $5,336 | $8,177-34.7% | $12,826-58.4% | $5,651-5.6% |