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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 | $14,000 | $213,785-93.5% | $185,441-92.5% | $155,188-91.0% |
| Participation rate | 72.7% | 83.2%-10.5pp | 80.3%-7.5pp | 80.8%-8.1pp |
| Annual return | 14.10% | 19.97%-5.9pp | 20.16%-6.1pp | 148.84%-134.7pp |
| Employer contribution / active EE | $0 | $5,393-100.0% | $4,672-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $13,634 | $6,864+98.6% | $6,152+121.6% | $6,531+108.8% |
| Admin fee / account holder | $1,994 | $21,134-90.6% | $17,890-88.9% | $14,480-86.2% |