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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 | $17,420 | $78,197-77.7% | $98,090-82.2% | $82,637-78.9% |
| Participation rate | 87.9% | 77.5%+10.4pp | 81.5%+6.3pp | 68.1%+19.8pp |
| Annual return | 40.80% | 40.25%+0.6pp | 37.05%+3.8pp | 53.51%-12.7pp |
| Employer contribution / active EE | $0 | $2,605-100.0% | $3,606-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $8,508 | $6,636+28.2% | $7,845+8.5% | $4,126+106.2% |
| Admin fee / account holder | $4,506 | $14,832-69.6% | $11,815-61.9% | $7,339-38.6% |