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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 | $143,969-75.5% | $199,883-82.4% | $82,637-57.4% |
| Participation rate | 85.7% | 84.1%+1.6pp | 86.8%-1.1pp | 68.1%+17.7pp |
| Annual return | 22.60% | 25.67%-3.1pp | 43.81%-21.2pp | 53.51%-30.9pp |
| Employer contribution / active EE | $0 | $4,632-100.0% | $6,261-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $12,020 | $6,937+73.3% | $9,138+31.5% | $4,126+191.3% |
| Admin fee / account holder | $6,042 | $14,597-58.6% | $17,268-65.0% | $7,339-17.7% |