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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 | $33,890 | $138,385-75.5% | $184,243-81.6% | $80,925-58.1% |
| Participation rate | 87.8% | 83.9%+3.9pp | 86.8%+0.9pp | 67.7%+20.1pp |
| Annual return | 35.40% | 20.02%+15.4pp | 28.82%+6.6pp | 35.65%-0.2pp |
| Employer contribution / active EE | $0 | $4,851-100.0% | $6,427-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $10,928 | $7,075+54.4% | $9,132+19.7% | $4,299+154.2% |
| Admin fee / account holder | $998 | $10,489-90.5% | $13,914-92.8% | $6,940-85.6% |