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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 | $38,193 | $123,793-69.1% | $177,840-78.5% | $79,852-52.2% |
| Participation rate | 79.5% | 84.7%-5.2pp | 87.7%-8.2pp | 69.6%+9.8pp |
| Annual return | 25.04% | 22.82%+2.2pp | 48.32%-23.3pp | 31.72%-6.7pp |
| Employer contribution / active EE | $0 | $4,095-100.0% | $5,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $9,521 | $5,956+59.8% | $7,714+23.4% | $3,740+154.5% |
| Admin fee / account holder | $7,139 | $7,243-1.4% | $12,431-42.6% | $5,306+34.5% |