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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 | $16,655 | $123,478-86.5% | $216,567-92.3% | $94,015-82.3% |
| Participation rate | 97.0% | 75.1%+21.9pp | 81.6%+15.3pp | 70.8%+26.1pp |
| Annual return | 28.82% | 23.61%+5.2pp | 12.94%+15.9pp | 17.84%+11.0pp |
| Employer contribution / active EE | $0 | $3,136-100.0% | $5,216-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $7,185 | $4,556+57.7% | $6,191+16.1% | $4,249+69.1% |
| Admin fee / account holder | $727 | $12,753-94.3% | $21,981-96.7% | $8,951-91.9% |