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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 | $43,051 | $146,267-70.6% | $197,124-78.2% | $82,448-47.8% |
| Participation rate | 92.4% | 84.0%+8.4pp | 86.7%+5.7pp | 68.1%+24.4pp |
| Annual return | 19.22% | 29.61%-10.4pp | 44.34%-25.1pp | 41.64%-22.4pp |
| Employer contribution / active EE | $0 | $4,723-100.0% | $6,227-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $9,375 | $7,035+33.3% | $9,135+2.6% | $4,139+126.5% |
| Admin fee / account holder | $4,463 | $14,422-69.1% | $16,298-72.6% | $7,234-38.3% |