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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 | $21,134 | $106,749-80.2% | $145,433-85.5% | $82,448-74.4% |
| Participation rate | 86.1% | 75.6%+10.5pp | 82.1%+4.0pp | 68.1%+18.0pp |
| Annual return | 28.67% | 27.59%+1.1pp | 66.58%-37.9pp | 41.64%-13.0pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $8,876 | $6,519+36.2% | $7,897+12.4% | $4,139+114.4% |
| Admin fee / account holder | $2,532 | $8,390-69.8% | $13,129-80.7% | $7,234-65.0% |