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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 | $27,123 | $223,823-87.9% | $211,142-87.2% | $154,746-82.5% |
| Participation rate | 86.7% | 87.9%-1.2pp | 87.3%-0.6pp | 80.7%+6.0pp |
| Annual return | 18.29% | 50.39%-32.1pp | 46.84%-28.5pp | 172.34%-154.0pp |
| Employer contribution / active EE | $0 | $6,787-100.0% | $6,442-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $8,366 | $9,750-14.2% | $9,284-9.9% | $6,730+24.3% |
| Admin fee / account holder | $3,174 | $19,707-83.9% | $19,076-83.4% | $14,365-77.9% |