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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 | $115,931-85.2% | $185,441-90.8% | $86,983-80.3% |
| Participation rate | 84.4% | 73.6%+10.8pp | 80.3%+4.1pp | 69.5%+14.8pp |
| Annual return | 21.25% | 21.47%-0.2pp | 20.16%+1.1pp | 25.83%-4.6pp |
| Employer contribution / active EE | $0 | $2,937-100.0% | $4,672-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $4,335 | $4,551-4.7% | $6,152-29.5% | $4,194+3.4% |
| Admin fee / account holder | $426 | $10,687-96.0% | $17,890-97.6% | $7,856-94.6% |