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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 | $17,091 | $78,520-78.2% | $96,576-82.3% | $82,448-79.3% |
| Participation rate | 93.8% | 77.7%+16.0pp | 81.4%+12.3pp | 68.1%+25.7pp |
| Annual return | 38.99% | 41.30%-2.3pp | 38.47%+0.5pp | 41.64%-2.7pp |
| Employer contribution / active EE | $0 | $2,630-100.0% | $3,553-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $5,271 | $6,754-22.0% | $7,956-33.7% | $4,139+27.3% |
| Admin fee / account holder | $331 | $13,455-97.5% | $11,381-97.1% | $7,234-95.4% |