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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 | $20,035 | $135,905-85.3% | $126,068-84.1% | $198,609-89.9% |
| Participation rate | 93.8% | 85.6%+8.1pp | 84.7%+9.0pp | 82.4%+11.4pp |
| Annual return | 16.11% | 14.07%+2.0pp | 15.01%+1.1pp | 202.70%-186.6pp |
| Employer contribution / active EE | $0 | $4,245-100.0% | $3,968-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $6,598 | $8,523-22.6% | $8,214-19.7% | $6,977-5.4% |
| Admin fee / account holder | $1,166 | $21,036-94.5% | $18,264-93.6% | $19,030-93.9% |