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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 | $16,631 | $93,598-82.2% | $135,974-87.8% | $75,173-77.9% |
| Participation rate | 90.3% | 75.2%+15.1pp | 81.9%+8.4pp | 67.2%+23.1pp |
| Annual return | 31.90% | 30.89%+1.0pp | 68.30%-36.4pp | 160.72%-128.8pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $6,824 | $6,405+6.5% | $7,760-12.1% | $4,126+65.4% |
| Admin fee / account holder | $777 | $6,978-88.9% | $10,767-92.8% | $5,651-86.2% |