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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 | $17,115 | $123,478-86.1% | $216,567-92.1% | $94,015-81.8% |
| Participation rate | 84.4% | 75.1%+9.3pp | 81.6%+2.7pp | 70.8%+13.6pp |
| Annual return | 21.25% | 23.61%-2.4pp | 12.94%+8.3pp | 17.84%+3.4pp |
| Employer contribution / active EE | $0 | $3,136-100.0% | $5,216-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $4,335 | $4,556-4.8% | $6,191-30.0% | $4,249+2.0% |
| Admin fee / account holder | $426 | $12,753-96.7% | $21,981-98.1% | $8,951-95.2% |