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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 | $10,231 | $199,109-94.9% | $173,730-94.1% | $154,746-93.4% |
| Participation rate | 90.0% | 82.8%+7.2pp | 79.6%+10.4pp | 80.7%+9.3pp |
| Annual return | 18.52% | 20.02%-1.5pp | 19.96%-1.4pp | 172.34%-153.8pp |
| Employer contribution / active EE | $0 | $5,311-100.0% | $4,577-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $4,233 | $7,113-40.5% | $6,326-33.1% | $6,730-37.1% |
| Admin fee / account holder | $426 | $20,916-98.0% | $17,523-97.6% | $14,365-97.0% |