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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 | $16,013 | $97,550-83.6% | $120,344-86.7% | $87,485-81.7% |
| Participation rate | 94.0% | 72.8%+21.2pp | 76.7%+17.3pp | 68.9%+25.1pp |
| Annual return | 18.45% | 18.41%0pp | 20.30%-1.9pp | 26.06%-7.6pp |
| Employer contribution / active EE | $0 | $2,291-100.0% | $3,020-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $7,052 | $4,230+66.7% | $5,135+37.3% | $4,274+65.0% |
| Admin fee / account holder | $4,774 | $9,543-50.0% | $12,742-62.5% | $7,775-38.6% |