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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 | $24,147 | $98,766-75.6% | $149,730-83.9% | $79,852-69.8% |
| Participation rate | 94.2% | 75.8%+18.4pp | 82.5%+11.7pp | 69.6%+24.6pp |
| Annual return | 20.18% | 27.43%-7.3pp | 276.70%-256.5pp | 31.72%-11.5pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,645-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $10,320 | $5,681+81.7% | $6,843+50.8% | $3,740+175.9% |
| Admin fee / account holder | $4,292 | $6,052-29.1% | $9,310-53.9% | $5,306-19.1% |