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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 | $145,431-80.4% | $211,142-86.5% | $87,485-67.4% |
| Participation rate | 80.4% | 84.7%-4.4pp | 87.3%-6.9pp | 68.9%+11.5pp |
| Annual return | 35.70% | 27.21%+8.5pp | 46.84%-11.1pp | 26.06%+9.6pp |
| Employer contribution / active EE | $0 | $4,662-100.0% | $6,442-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $7,956 | $6,859+16.0% | $9,284-14.3% | $4,274+86.2% |
| Admin fee / account holder | $1,841 | $17,052-89.2% | $19,076-90.3% | $7,775-76.3% |