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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 | $35,223 | $146,267-75.9% | $197,124-82.1% | $82,448-57.3% |
| Participation rate | 85.7% | 84.0%+1.7pp | 86.7%-1.0pp | 68.1%+17.6pp |
| Annual return | 22.60% | 29.61%-7.0pp | 44.34%-21.7pp | 41.64%-19.0pp |
| Employer contribution / active EE | $0 | $4,723-100.0% | $6,227-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $12,020 | $7,035+70.9% | $9,135+31.6% | $4,139+190.4% |
| Admin fee / account holder | $6,042 | $14,422-58.1% | $16,298-62.9% | $7,234-16.5% |