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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 | $22,749 | $146,267-84.4% | $197,124-88.5% | $82,448-72.4% |
| Participation rate | 87.5% | 84.0%+3.5pp | 86.7%+0.8pp | 68.1%+19.4pp |
| Annual return | 50.68% | 29.61%+21.1pp | 44.34%+6.3pp | 41.64%+9.0pp |
| Employer contribution / active EE | $0 | $4,723-100.0% | $6,227-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $7,234 | $7,035+2.8% | $9,135-20.8% | $4,139+74.8% |
| Admin fee / account holder | $3,879 | $14,422-73.1% | $16,298-76.2% | $7,234-46.4% |