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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 | $10,827 | $184,014-94.1% | $161,149-93.3% | $138,895-92.2% |
| Participation rate | 94.1% | 82.1%+12.0pp | 78.8%+15.3pp | 79.9%+14.2pp |
| Annual return | 24.23% | 21.52%+2.7pp | 21.16%+3.1pp | 145.39%-121.2pp |
| Employer contribution / active EE | $0 | $5,055-100.0% | $4,360-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $4,992 | $6,909-27.7% | $6,153-18.9% | $6,396-22.0% |
| Admin fee / account holder | $1,101 | $18,027-93.9% | $15,194-92.8% | $12,562-91.2% |