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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 | $16,159 | $77,962-79.3% | $178,540-90.9% | $80,935-80.0% |
| Participation rate | 89.7% | 65.7%+24.1pp | 77.1%+12.6pp | 67.7%+22.1pp |
| Annual return | 17.39% | 18.10%-0.7pp | 27.15%-9.8pp | 35.66%-18.3pp |
| Employer contribution / active EE | $0 | $2,280-100.0% | $3,953-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $5,337 | $4,404+21.2% | $6,281-15.0% | $4,299+24.1% |
| Admin fee / account holder | $491 | $7,156-93.1% | $10,424-95.3% | $6,924-92.9% |