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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 | $13,714 | $181,898-92.5% | $156,552-91.2% | $273,970-95.0% |
| Participation rate | 88.9% | 88.4%+0.5pp | 84.0%+4.9pp | 83.0%+5.9pp |
| Annual return | 23.90% | 30.74%-6.8pp | 32.23%-8.3pp | 41.46%-17.6pp |
| Employer contribution / active EE | $0 | $6,248-100.0% | $5,501-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,099 | $5,550-62.2% | $4,871-56.9% | $5,287-60.3% |
| Admin fee / account holder | $5,056 | $15,560-67.5% | $13,028-61.2% | $10,132-50.1% |