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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 | $29,049 | $143,969-79.8% | $199,883-85.5% | $82,637-64.8% |
| Participation rate | 92.3% | 84.1%+8.2pp | 86.8%+5.5pp | 68.1%+24.3pp |
| Annual return | 21.03% | 25.67%-4.6pp | 43.81%-22.8pp | 53.51%-32.5pp |
| Employer contribution / active EE | $0 | $4,632-100.0% | $6,261-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $10,708 | $6,937+54.4% | $9,138+17.2% | $4,126+159.5% |
| Admin fee / account holder | $2,550 | $14,597-82.5% | $17,268-85.2% | $7,339-65.3% |