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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 | $37,461 | $167,415-77.6% | $140,514-73.3% | $198,609-81.1% |
| Participation rate | 84.2% | 80.9%+3.3pp | 77.8%+6.4pp | 82.4%+1.8pp |
| Annual return | 14.58% | 13.85%+0.7pp | 14.36%+0.2pp | 202.70%-188.1pp |
| Employer contribution / active EE | $0 | $4,088-100.0% | $3,378-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $7,898 | $5,579+41.6% | $4,919+60.6% | $6,977+13.2% |
| Admin fee / account holder | $9,449 | $16,730-43.5% | $13,697-31.0% | $19,030-50.3% |