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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 | $20,499 | $185,141-88.9% | $153,416-86.6% | $155,188-86.8% |
| Participation rate | 72.7% | 79.9%-7.2pp | 74.3%-1.6pp | 80.8%-8.1pp |
| Annual return | 17.40% | 18.72%-1.3pp | 17.84%-0.4pp | 148.84%-131.4pp |
| Employer contribution / active EE | $0 | $4,489-100.0% | $3,764-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $4,796 | $5,477-12.4% | $4,723+1.5% | $6,531-26.6% |
| Admin fee / account holder | $684 | $16,005-95.7% | $13,095-94.8% | $14,480-95.3% |