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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 | $37,669 | $143,969-73.8% | $199,883-81.2% | $82,637-54.4% |
| Participation rate | 93.8% | 84.1%+9.6pp | 86.8%+7.0pp | 68.1%+25.7pp |
| Annual return | 36.39% | 25.67%+10.7pp | 43.81%-7.4pp | 53.51%-17.1pp |
| Employer contribution / active EE | $0 | $4,632-100.0% | $6,261-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $17,738 | $6,937+155.7% | $9,138+94.1% | $4,126+329.9% |
| Admin fee / account holder | $11,807 | $14,597-19.1% | $17,268-31.6% | $7,339+60.9% |