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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 | $16,460 | $78,520-79.0% | $96,576-83.0% | $82,448-80.0% |
| Participation rate | 79.4% | 77.7%+1.7pp | 81.4%-2.0pp | 68.1%+11.3pp |
| Annual return | 19.80% | 41.30%-21.5pp | 38.47%-18.7pp | 41.64%-21.8pp |
| Employer contribution / active EE | $0 | $2,630-100.0% | $3,553-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $6,318 | $6,754-6.5% | $7,956-20.6% | $4,139+52.6% |
| Admin fee / account holder | $1,402 | $13,455-89.6% | $11,381-87.7% | $7,234-80.6% |