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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 | $28,503 | $146,267-80.5% | $197,124-85.5% | $82,448-65.4% |
| Participation rate | 80.4% | 84.0%-3.6pp | 86.7%-6.3pp | 68.1%+12.3pp |
| Annual return | 35.70% | 29.61%+6.1pp | 44.34%-8.6pp | 41.64%-5.9pp |
| Employer contribution / active EE | $0 | $4,723-100.0% | $6,227-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $7,956 | $7,035+13.1% | $9,135-12.9% | $4,139+92.2% |
| Admin fee / account holder | $1,841 | $14,422-87.2% | $16,298-88.7% | $7,234-74.6% |