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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 | $27,508 | $153,769-82.1% | $133,975-79.5% | $273,972-90.0% |
| Participation rate | 87.5% | 88.4%-0.9pp | 87.1%+0.4pp | 83.0%+4.5pp |
| Annual return | 6.11% | 36.51%-30.4pp | 29.29%-23.2pp | 41.46%-35.3pp |
| Employer contribution / active EE | $0 | $6,029-100.0% | $5,211-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $9,774 | $6,958+40.5% | $6,282+55.6% | $5,287+84.9% |
| Admin fee / account holder | $25,168 | $11,765+113.9% | $9,324+169.9% | $10,133+148.4% |