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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 | $18,157 | $152,074-88.1% | $137,474-86.8% | $198,609-90.9% |
| Participation rate | 100.0% | 85.3%+14.7pp | 83.5%+16.5pp | 82.4%+17.6pp |
| Annual return | 21.75% | 10.68%+11.1pp | 11.53%+10.2pp | 202.70%-180.9pp |
| Employer contribution / active EE | $0 | $5,444-100.0% | $5,048-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $5,867 | $6,522-10.0% | $6,155-4.7% | $6,977-15.9% |
| Admin fee / account holder | $5,578 | $11,950-53.3% | $10,602-47.4% | $19,030-70.7% |