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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 | $21,530 | $106,749-79.8% | $145,433-85.2% | $82,448-73.9% |
| Participation rate | 76.9% | 75.6%+1.3pp | 82.1%-5.2pp | 68.1%+8.9pp |
| Annual return | 21.18% | 27.59%-6.4pp | 66.58%-45.4pp | 41.64%-20.5pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $6,755 | $6,519+3.6% | $7,897-14.5% | $4,139+63.2% |
| Admin fee / account holder | $4,808 | $8,390-42.7% | $13,129-63.4% | $7,234-33.5% |