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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 | $136,860-88.0% | $120,344-86.3% | $154,746-89.4% |
| Participation rate | 90.0% | 79.9%+10.1pp | 76.7%+13.3pp | 80.7%+9.3pp |
| Annual return | 21.43% | 21.38%+0.1pp | 20.30%+1.1pp | 172.34%-150.9pp |
| Employer contribution / active EE | $0 | $3,533-100.0% | $3,020-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $8,284 | $5,793+43.0% | $5,135+61.3% | $6,730+23.1% |
| Admin fee / account holder | $8,864 | $15,393-42.4% | $12,742-30.4% | $14,365-38.3% |