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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 | $22,938 | $184,014-87.5% | $161,149-85.8% | $138,895-83.5% |
| Participation rate | 91.7% | 82.1%+9.6pp | 78.8%+12.8pp | 79.9%+11.7pp |
| Annual return | 25.01% | 21.52%+3.5pp | 21.16%+3.9pp | 145.39%-120.4pp |
| Employer contribution / active EE | $0 | $5,055-100.0% | $4,360-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $5,881 | $6,909-14.9% | $6,153-4.4% | $6,396-8.1% |
| Admin fee / account holder | $1,538 | $18,027-91.5% | $15,194-89.9% | $12,562-87.8% |