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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 | $21,756 | $138,312-84.3% | $122,979-82.3% | $155,188-86.0% |
| Participation rate | 90.9% | 80.2%+10.7pp | 77.2%+13.7pp | 80.8%+10.1pp |
| Annual return | 18.70% | 22.06%-3.4pp | 20.12%-1.4pp | 148.84%-130.1pp |
| Employer contribution / active EE | $0 | $3,530-100.0% | $3,062-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $11,905 | $5,592+112.9% | $5,003+138.0% | $6,531+82.3% |
| Admin fee / account holder | $4,101 | $15,089-72.8% | $12,864-68.1% | $14,480-71.7% |