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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 | $16,961 | $77,962-78.2% | $178,540-90.5% | $80,935-79.0% |
| Participation rate | 96.2% | 65.7%+30.5pp | 77.1%+19.0pp | 67.7%+28.5pp |
| Annual return | 11.16% | 18.10%-6.9pp | 27.15%-16.0pp | 35.66%-24.5pp |
| Employer contribution / active EE | $0 | $2,280-100.0% | $3,953-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $9,837 | $4,404+123.4% | $6,281+56.6% | $4,299+128.8% |
| Admin fee / account holder | $6,240 | $7,156-12.8% | $10,424-40.1% | $6,924-9.9% |