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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 | $21,936 | $213,785-89.7% | $185,441-88.2% | $155,188-85.9% |
| Participation rate | 77.8% | 83.2%-5.4pp | 80.3%-2.5pp | 80.8%-3.0pp |
| Annual return | 15.87% | 19.97%-4.1pp | 20.16%-4.3pp | 148.84%-133.0pp |
| Employer contribution / active EE | $0 | $5,393-100.0% | $4,672-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $3,701 | $6,864-46.1% | $6,152-39.8% | $6,531-43.3% |
| Admin fee / account holder | $3,540 | $21,134-83.2% | $17,890-80.2% | $14,480-75.5% |