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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 | $30,813 | $254,759-87.9% | $216,567-85.8% | $198,609-84.5% |
| Participation rate | 71.4% | 84.5%-13.1pp | 81.6%-10.2pp | 82.4%-10.9pp |
| Annual return | 15.52% | 10.04%+5.5pp | 12.94%+2.6pp | 202.70%-187.2pp |
| Employer contribution / active EE | $0 | $6,096-100.0% | $5,216-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $4,582 | $6,948-34.1% | $6,191-26.0% | $6,977-34.3% |
| Admin fee / account holder | $2,119 | $26,311-91.9% | $21,981-90.4% | $19,030-88.9% |