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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 | $17,766 | $167,415-89.4% | $140,514-87.4% | $198,609-91.1% |
| Participation rate | 83.3% | 80.9%+2.5pp | 77.8%+5.5pp | 82.4%+1.0pp |
| Annual return | 14.62% | 13.85%+0.8pp | 14.36%+0.3pp | 202.70%-188.1pp |
| Employer contribution / active EE | $0 | $4,088-100.0% | $3,378-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $4,877 | $5,579-12.6% | $4,919-0.8% | $6,977-30.1% |
| Admin fee / account holder | $377 | $16,730-97.7% | $13,697-97.2% | $19,030-98.0% |