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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 | $18,160 | $95,404-81.0% | $113,397-84.0% | $82,637-78.0% |
| Participation rate | 84.6% | 72.8%+11.8pp | 76.5%+8.1pp | 68.1%+16.6pp |
| Annual return | 14.62% | 19.08%-4.5pp | 23.20%-8.6pp | 53.51%-38.9pp |
| Employer contribution / active EE | $0 | $2,307-100.0% | $2,977-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $6,547 | $4,220+55.2% | $5,076+29.0% | $4,126+58.7% |
| Admin fee / account holder | $12,862 | $9,168+40.3% | $11,957+7.6% | $7,339+75.3% |