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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 | $136,860-87.6% | $120,344-85.9% | $154,746-89.0% |
| Participation rate | 72.7% | 79.9%-7.2pp | 76.7%-4.0pp | 80.7%-8.0pp |
| Annual return | 28.21% | 21.38%+6.8pp | 20.30%+7.9pp | 172.34%-144.1pp |
| Employer contribution / active EE | $0 | $3,533-100.0% | $3,020-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $10,416 | $5,793+79.8% | $5,135+102.8% | $6,730+54.8% |
| Admin fee / account holder | $891 | $15,393-94.2% | $12,742-93.0% | $14,365-93.8% |