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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 | $35,985 | $167,415-78.5% | $140,514-74.4% | $198,609-81.9% |
| Participation rate | 85.7% | 80.9%+4.8pp | 77.8%+7.9pp | 82.4%+3.3pp |
| Annual return | 18.67% | 13.85%+4.8pp | 14.36%+4.3pp | 202.70%-184.0pp |
| Employer contribution / active EE | $0 | $4,088-100.0% | $3,378-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $10,506 | $5,579+88.3% | $4,919+113.6% | $6,977+50.6% |
| Admin fee / account holder | $7,472 | $16,730-55.3% | $13,697-45.5% | $19,030-60.7% |