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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 | $145,431-84.4% | $211,142-89.2% | $87,485-74.0% |
| Participation rate | 87.5% | 84.7%+2.8pp | 87.3%+0.2pp | 68.9%+18.6pp |
| Annual return | 50.68% | 27.21%+23.5pp | 46.84%+3.8pp | 26.06%+24.6pp |
| Employer contribution / active EE | $0 | $4,662-100.0% | $6,442-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $7,234 | $6,859+5.5% | $9,284-22.1% | $4,274+69.3% |
| Admin fee / account holder | $3,879 | $17,052-77.2% | $19,076-79.7% | $7,775-50.1% |