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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 | $21,103 | $93,598-77.5% | $135,974-84.5% | $75,173-71.9% |
| Participation rate | 89.1% | 75.2%+13.9pp | 81.9%+7.2pp | 67.2%+21.9pp |
| Annual return | 17.54% | 30.89%-13.3pp | 68.30%-50.8pp | 160.72%-143.2pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $9,710 | $6,405+51.6% | $7,760+25.1% | $4,126+135.3% |
| Admin fee / account holder | $7,210 | $6,978+3.3% | $10,767-33.0% | $5,651+27.6% |