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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 | $21,384 | $106,524-79.9% | $152,301-86.0% | $87,485-75.6% |
| Participation rate | 90.9% | 75.8%+15.2pp | 82.4%+8.5pp | 68.9%+22.0pp |
| Annual return | 39.53% | 26.89%+12.6pp | 80.50%-41.0pp | 26.06%+13.5pp |
| Employer contribution / active EE | $0 | $3,371-100.0% | $4,624-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $12,979 | $6,525+98.9% | $8,004+62.2% | $4,274+203.7% |
| Admin fee / account holder | $9,137 | $8,287+10.3% | $14,398-36.5% | $7,775+17.5% |