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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 | $16,065 | $99,875-83.9% | $146,866-89.1% | $86,983-81.5% |
| Participation rate | 76.0% | 75.8%+0.2pp | 82.5%-6.5pp | 69.5%+6.5pp |
| Annual return | 26.25% | 28.10%-1.9pp | 102.85%-76.6pp | 25.83%+0.4pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $4,425-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $7,755 | $6,322+22.7% | $7,759-0.1% | $4,194+84.9% |
| Admin fee / account holder | $4,076 | $7,838-48.0% | $13,620-70.1% | $7,856-48.1% |