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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 | $22,492 | $107,421-79.1% | $182,262-87.7% | $94,015-76.1% |
| Participation rate | 75.0% | 77.8%-2.8pp | 84.2%-9.2pp | 70.8%+4.2pp |
| Annual return | 34.12% | 21.32%+12.8pp | 140.60%-106.5pp | 17.84%+16.3pp |
| Employer contribution / active EE | $0 | $3,448-100.0% | $5,046-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $11,666 | $6,558+77.9% | $8,276+41.0% | $4,249+174.5% |
| Admin fee / account holder | $1,731 | $8,692-80.1% | $16,712-89.6% | $8,951-80.7% |