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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 | $126,661-86.0% | $113,397-84.3% | $138,895-87.2% |
| Participation rate | 83.3% | 79.4%+3.9pp | 76.5%+6.8pp | 79.9%+3.4pp |
| Annual return | 14.62% | 25.05%-10.4pp | 23.20%-8.6pp | 145.39%-130.8pp |
| Employer contribution / active EE | $0 | $3,456-100.0% | $2,977-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $4,877 | $5,693-14.3% | $5,076-3.9% | $6,396-23.8% |
| Admin fee / account holder | $377 | $14,549-97.4% | $11,957-96.8% | $12,562-97.0% |