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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 | $29,167 | $181,896-84.0% | $156,551-81.4% | $273,972-89.4% |
| Participation rate | 86.7% | 88.4%-1.7pp | 84.0%+2.7pp | 83.0%+3.7pp |
| Annual return | 5.58% | 30.74%-25.2pp | 32.23%-26.6pp | 41.46%-35.9pp |
| Employer contribution / active EE | $0 | $6,248-100.0% | $5,501-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,655 | $5,550-52.2% | $4,871-45.5% | $5,287-49.8% |
| Admin fee / account holder | $719 | $15,560-95.4% | $13,028-94.5% | $10,133-92.9% |