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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 | $20,143 | $138,312-85.4% | $122,979-83.6% | $155,188-87.0% |
| Participation rate | 77.8% | 80.2%-2.4pp | 77.2%+0.6pp | 80.8%-3.0pp |
| Annual return | 19.92% | 22.06%-2.1pp | 20.12%-0.2pp | 148.84%-128.9pp |
| Employer contribution / active EE | $0 | $3,530-100.0% | $3,062-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $4,989 | $5,592-10.8% | $5,003-0.3% | $6,531-23.6% |
| Admin fee / account holder | $1,715 | $15,089-88.6% | $12,864-86.7% | $14,480-88.2% |