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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 | $36,776 | $138,386-73.4% | $184,260-80.0% | $80,935-54.6% |
| Participation rate | 85.3% | 83.9%+1.4pp | 86.8%-1.5pp | 67.7%+17.6pp |
| Annual return | 24.13% | 20.02%+4.1pp | 28.84%-4.7pp | 35.66%-11.5pp |
| Employer contribution / active EE | $0 | $4,851-100.0% | $6,427-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $12,772 | $7,076+80.5% | $9,133+39.8% | $4,299+197.1% |
| Admin fee / account holder | $3,411 | $10,489-67.5% | $13,898-75.5% | $6,924-50.7% |