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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 | $21,802 | $135,905-84.0% | $126,068-82.7% | $198,609-89.0% |
| Participation rate | 80.0% | 85.6%-5.6pp | 84.7%-4.7pp | 82.4%-2.4pp |
| Annual return | 19.34% | 14.07%+5.3pp | 15.01%+4.3pp | 202.70%-183.4pp |
| Employer contribution / active EE | $0 | $4,245-100.0% | $3,968-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $9,540 | $8,523+11.9% | $8,214+16.1% | $6,977+36.7% |
| Admin fee / account holder | $2,608 | $21,036-87.6% | $18,264-85.7% | $19,030-86.3% |