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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 | $16,429 | $138,312-88.1% | $122,979-86.6% | $155,188-89.4% |
| Participation rate | 90.0% | 80.2%+9.8pp | 77.2%+12.8pp | 80.8%+9.2pp |
| Annual return | 21.43% | 22.06%-0.6pp | 20.12%+1.3pp | 148.84%-127.4pp |
| Employer contribution / active EE | $0 | $3,530-100.0% | $3,062-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $8,284 | $5,592+48.1% | $5,003+65.6% | $6,531+26.8% |
| Admin fee / account holder | $8,864 | $15,089-41.3% | $12,864-31.1% | $14,480-38.8% |