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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 | $17,530 | $110,307-84.1% | $96,576-81.8% | $139,456-87.4% |
| Participation rate | 78.6% | 78.1%+0.5pp | 76.0%+2.6pp | 80.3%-1.8pp |
| Annual return | 16.13% | 26.40%-10.3pp | 25.87%-9.7pp | 373.45%-357.3pp |
| Employer contribution / active EE | $0 | $3,619-100.0% | $2,965-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $4,999 | $5,547-9.9% | $4,851+3.1% | $6,711-25.5% |
| Admin fee / account holder | $409 | $11,597-96.5% | $8,253-95.0% | $11,407-96.4% |