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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 | $16,967 | $124,425-86.4% | $112,040-84.9% | $137,256-87.6% |
| Participation rate | 72.7% | 79.3%-6.6pp | 76.5%-3.8pp | 80.0%-7.2pp |
| Annual return | 28.21% | 24.72%+3.5pp | 24.52%+3.7pp | 220.34%-192.1pp |
| Employer contribution / active EE | $0 | $3,411-100.0% | $2,954-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $10,416 | $5,718+82.1% | $5,098+104.3% | $6,407+62.6% |
| Admin fee / account holder | $891 | $15,207-94.1% | $12,098-92.6% | $12,270-92.7% |