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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 | $20,611 | $213,785-90.4% | $185,441-88.9% | $155,188-86.7% |
| Participation rate | 91.7% | 83.2%+8.4pp | 80.3%+11.4pp | 80.8%+10.9pp |
| Annual return | 17.21% | 19.97%-2.8pp | 20.16%-3.0pp | 148.84%-131.6pp |
| Employer contribution / active EE | $0 | $5,393-100.0% | $4,672-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $7,421 | $6,864+8.1% | $6,152+20.6% | $6,531+13.6% |
| Admin fee / account holder | $2,595 | $21,134-87.7% | $17,890-85.5% | $14,480-82.1% |