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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 | $25,719 | $152,074-83.1% | $137,474-81.3% | $198,609-87.1% |
| Participation rate | 80.0% | 85.3%-5.3pp | 83.5%-3.5pp | 82.4%-2.4pp |
| Annual return | 13.00% | 10.68%+2.3pp | 11.53%+1.5pp | 202.70%-189.7pp |
| Employer contribution / active EE | $0 | $5,444-100.0% | $5,048-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $3,335 | $6,522-48.9% | $6,155-45.8% | $6,977-52.2% |
| Admin fee / account holder | $977 | $11,950-91.8% | $10,602-90.8% | $19,030-94.9% |