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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 | $28,879 | $227,291-87.3% | $214,702-86.5% | $155,188-81.4% |
| Participation rate | 85.7% | 88.0%-2.3pp | 87.5%-1.8pp | 80.8%+4.9pp |
| Annual return | 16.51% | 60.08%-43.6pp | 54.55%-38.0pp | 148.84%-132.3pp |
| Employer contribution / active EE | $0 | $6,772-100.0% | $6,461-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $10,807 | $9,582+12.8% | $9,147+18.2% | $6,531+65.5% |
| Admin fee / account holder | $7,055 | $20,413-65.4% | $19,830-64.4% | $14,480-51.3% |