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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 | $22,623 | $115,931-80.5% | $185,441-87.8% | $86,983-74.0% |
| Participation rate | 87.0% | 73.6%+13.4pp | 80.3%+6.8pp | 69.5%+17.5pp |
| Annual return | 20.35% | 21.47%-1.1pp | 20.16%+0.2pp | 25.83%-5.5pp |
| Employer contribution / active EE | $0 | $2,937-100.0% | $4,672-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $9,160 | $4,551+101.3% | $6,152+48.9% | $4,194+118.4% |
| Admin fee / account holder | $1,775 | $10,687-83.4% | $17,890-90.1% | $7,856-77.4% |