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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 | $18,280 | $77,472-76.4% | $100,415-81.8% | $80,959-77.4% |
| Participation rate | 84.0% | 76.9%+7.1pp | 81.5%+2.5pp | 67.7%+16.3pp |
| Annual return | 35.22% | 37.26%-2.0pp | 49.47%-14.3pp | 35.67%-0.4pp |
| Employer contribution / active EE | $0 | $2,800-100.0% | $3,943-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $10,697 | $6,818+56.9% | $8,091+32.2% | $4,300+148.7% |
| Admin fee / account holder | $959 | $5,885-83.7% | $7,906-87.9% | $6,925-86.1% |