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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 | $77,358-77.9% | $102,184-83.3% | $87,485-80.5% |
| Participation rate | 93.8% | 78.7%+15.1pp | 82.6%+11.2pp | 68.9%+24.8pp |
| Annual return | 38.99% | 41.11%-2.1pp | 31.58%+7.4pp | 26.06%+12.9pp |
| Employer contribution / active EE | $0 | $2,562-100.0% | $3,594-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $5,271 | $6,753-21.9% | $8,309-36.6% | $4,274+23.3% |
| Admin fee / account holder | $331 | $6,809-95.1% | $11,609-97.1% | $7,775-95.7% |