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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 | $16,248 | $135,905-88.0% | $126,068-87.1% | $198,609-91.8% |
| Participation rate | 89.5% | 85.6%+3.8pp | 84.7%+4.8pp | 82.4%+7.1pp |
| Annual return | 19.23% | 14.07%+5.2pp | 15.01%+4.2pp | 202.70%-183.5pp |
| Employer contribution / active EE | $0 | $4,245-100.0% | $3,968-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $4,170 | $8,523-51.1% | $8,214-49.2% | $6,977-40.2% |
| Admin fee / account holder | $1,093 | $21,036-94.8% | $18,264-94.0% | $19,030-94.3% |