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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 | $16,362 | $100,194-83.7% | $122,979-86.7% | $86,983-81.2% |
| Participation rate | 76.3% | 73.0%+3.3pp | 77.2%-0.9pp | 69.5%+6.8pp |
| Annual return | 21.15% | 16.47%+4.7pp | 20.12%+1.0pp | 25.83%-4.7pp |
| Employer contribution / active EE | $1 | $2,326-100.0% | $3,062-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $5,786 | $4,133+40.0% | $5,003+15.7% | $4,194+38.0% |
| Admin fee / account holder | $3,758 | $10,148-63.0% | $12,864-70.8% | $7,856-52.2% |