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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 | $17,134 | $124,425-86.2% | $112,040-84.7% | $137,256-87.5% |
| Participation rate | 70.0% | 79.3%-9.3pp | 76.5%-6.5pp | 80.0%-10.0pp |
| Annual return | 18.62% | 24.72%-6.1pp | 24.52%-5.9pp | 220.34%-201.7pp |
| Employer contribution / active EE | $0 | $3,411-100.0% | $2,954-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,407 | $5,718-57.9% | $5,098-52.8% | $6,407-62.4% |
| Admin fee / account holder | $438 | $15,207-97.1% | $12,098-96.4% | $12,270-96.4% |