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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 | $19,133 | $215,361-91.1% | $171,082-88.8% | $273,972-93.0% |
| Participation rate | 82.4% | 82.0%+0.3pp | 76.7%+5.7pp | 83.0%-0.7pp |
| Annual return | 5.73% | 25.14%-19.4pp | 32.56%-26.8pp | 41.46%-35.7pp |
| Employer contribution / active EE | $0 | $4,967-100.0% | $4,002-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $899 | $5,543-83.8% | $4,797-81.3% | $5,287-83.0% |
| Admin fee / account holder | $912 | $10,846-91.6% | $8,520-89.3% | $10,133-91.0% |