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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 | $21,223 | $77,358-72.6% | $102,184-79.2% | $87,485-75.7% |
| Participation rate | 81.0% | 78.7%+2.3pp | 82.6%-1.6pp | 68.9%+12.0pp |
| Annual return | 51.07% | 41.11%+10.0pp | 31.58%+19.5pp | 26.06%+25.0pp |
| Employer contribution / active EE | $0 | $2,562-100.0% | $3,594-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $9,937 | $6,753+47.2% | $8,309+19.6% | $4,274+132.5% |
| Admin fee / account holder | $1,395 | $6,809-79.5% | $11,609-88.0% | $7,775-82.1% |